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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 50 · EIN 31-4156830 | Direct Payment | $22,456 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 53 1300 THAMES ST · BALTIMORE, MD 21231 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,067 | $58,726-6.2% | $92,240-40.3% | $62,293-11.6% |
| Participation rate | 23.5% | 68.3%-44.8pp | 76.5%-53.0pp | 69.5%-46.0pp |
| Annual return | 16.35% | 43.62%-27.3pp | 176.29%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,276 | $2,766-17.7% | $3,897-41.6% | $3,169-28.2% |
| Admin fee / account holder | $373 | $556-32.9% | $5,194-92.8% | $479-22.1% |