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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 12 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Participant commu... | $39,962 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLP Service code 26 | Advisory (Participants) | $34,465 |
FARMER & BETTS7 years Service code 12 · EIN 94-3322438 6010 20TH ST E STE 1 · FIFE, WA 98424 | Custodial (securities); Investment ad... | $8,632 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,690 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL ANNUITY · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,159 | $86,795-64.1% | $67,681-54.0% | $64,728-51.9% |
| Participation rate | 53.5% | 71.7%-18.1pp | 73.7%-20.2pp | 57.9%-4.4pp |
| Annual return | 14.89% | 12.58%+2.3pp | 590.58%-575.7pp | 49.38%-34.5pp |
| Employer contribution / active EE | $1,410 | $2,837-50.3% | $2,678-47.4% | $2,243-37.1% |
| Participant deferral / active EE | $2,491 | $3,430-27.4% | $3,976-37.3% | $2,729-8.7% |
| Admin fee / account holder | $27 | $238-88.5% | $6,100-99.6% | $1,145-97.6% |