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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,465 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $18,219 |
FARMER & BETTS2 years Service code 15 · EIN 94-3322438 6010 20TH STREET E · FIFE, WA 98424 | Recordkeeping | $2,960 |
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).
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 | $18,559 | $84,948-78.2% | $70,494-73.7% | $73,412-74.7% |
| Participation rate | 53.7% | 79.9%-26.3pp | 75.1%-21.4pp | 72.2%-18.5pp |
| Annual return | 9.87% | 13.39%-3.5pp | 109.16%-99.3pp | 59.30%-49.4pp |
| Employer contribution / active EE | $1,115 | $2,834-60.6% | $2,738-59.3% | $2,234-50.1% |
| Participant deferral / active EE | $1,727 | $3,387-49.0% | $3,711-53.4% | $3,806-54.6% |
| Admin fee / account holder | $137 | $98+39.1% | $3,848-96.5% | $158-13.5% |