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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 28 · EIN 31-4156830 | Investment Management | $12,722 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $5,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,142 | $65,582-89.1% | $64,101-88.9% | $71,511-90.0% |
| Participation rate | 53.2% | 73.2%-20.0pp | 72.3%-19.1pp | 67.9%-14.7pp |
| Annual return | 12.45% | 18.96%-6.5pp | 33.72%-21.3pp | 28.86%-16.4pp |
| Employer contribution / active EE | $1,459 | $2,671-45.4% | $2,749-46.9% | $2,589-43.6% |
| Participant deferral / active EE | $316 | $3,628-91.3% | $3,881-91.8% | $4,291-92.6% |
| Admin fee / account holder | $30 | $616-95.2% | $3,070-99.0% | $1,588-98.1% |