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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant communication; Investment... | $60,763 |
FARMER & BETTS4 years Service code 15 · EIN 94-3322438 6010 20TH STREET E · TACOMA, WA 98424 | Recordkeeping | $3,396 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,004 | $79,151-76.0% | $60,906-68.8% | $64,819-70.7% |
| Participation rate | 52.3% | 77.7%-25.4pp | 73.1%-20.8pp | 71.5%-19.2pp |
| Annual return | -20.30% | -7.12%-13.2pp | 16.94%-37.2pp | 32.84%-53.1pp |
| Employer contribution / active EE | $1,430 | $3,052-53.2% | $2,703-47.1% | $2,507-43.0% |
| Participant deferral / active EE | $2,218 | $3,727-40.5% | $3,814-41.9% | $4,311-48.6% |
| Admin fee / account holder | $187 | $106+77.2% | $3,227-94.2% | $188-0.3% |