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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,588 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $13,266 |
FARMER & BETTS1 year Service code 15 · EIN 94-3322438 6010 20TH STREET E · FIFE, WA 98424 | Recordkeeping | $5,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,194 | $95,542-82.0% | $69,464-75.2% | $67,579-74.6% |
| Participation rate | 51.9% | 79.4%-27.4pp | 74.6%-22.7pp | 71.3%-19.3pp |
| Annual return | 4.82% | 17.67%-12.8pp | 28.98%-24.2pp | 378.56%-373.7pp |
| Employer contribution / active EE | $1,020 | $2,989-65.9% | $2,779-63.3% | $2,148-52.5% |
| Participant deferral / active EE | $1,536 | $3,263-52.9% | $3,536-56.6% | $3,539-56.6% |
| Admin fee / account holder | $7 | $90-92.2% | $3,840-99.8% | $142-95.1% |