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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 50 · EIN 31-4156830 | Direct Payment | $36,039 |
MORGAN STANLEY SMITH BARNEY6+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,697 | $69,383-1.0% | $101,264-32.2% | $73,493-6.5% |
| Participation rate | 27.2% | 68.4%-41.1pp | 75.8%-48.6pp | 70.7%-43.5pp |
| Annual return | 14.86% | 18.46%-3.6pp | 46.48%-31.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,765 | $3,301-16.2% | $4,370-36.7% | $3,740-26.1% |
| Admin fee / account holder | $492 | $704-30.1% | $5,947-91.7% | $513-4.1% |