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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,949 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $5,578 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,710 | $70,083-76.2% | $59,899-72.1% | $55,725-70.0% |
| Participation rate | 47.1% | 78.4%-31.3pp | 74.7%-27.6pp | 70.9%-23.8pp |
| Annual return | 8.56% | 3.13%+5.4pp | 3.46%+5.1pp | 244.93%-236.4pp |
| Employer contribution / active EE | $937 | $2,878-67.4% | $2,723-65.6% | $2,078-54.9% |
| Participant deferral / active EE | $1,400 | $3,079-54.5% | $3,402-58.9% | $3,356-58.3% |
| Admin fee / account holder | $16 | $70-77.5% | $3,592-99.6% | $115-86.3% |