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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLP Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $27,759 |
NATIONWIDE7 years Service code 12 · EIN 95-2130882 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Pa... | $3,692 |
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 | $26,072 | $91,710-71.6% | $67,560-61.4% | $77,762-66.5% |
| Participation rate | 50.3% | 76.0%-25.7pp | 72.9%-22.6pp | 70.6%-20.3pp |
| Annual return | 23.62% | 14.88%+8.7pp | 3533.50%-3509.9pp | 31.27%-7.6pp |
| Employer contribution / active EE | $1,157 | $3,187-63.7% | $2,737-57.7% | $2,728-57.6% |
| Participant deferral / active EE | $2,421 | $3,911-38.1% | $4,004-39.5% | $4,651-47.9% |
| Admin fee / account holder | $20 | $245-92.0% | $3,994-99.5% | $433-95.5% |