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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $54,309 |
FARMER & BETTS5 years Service code 15 · EIN 94-3322438 6010 20TH STREET E · TACOMA, WA 98424 | Recordkeeping | $3,069 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $390 |
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 | $23,087 | $83,884-72.5% | $64,099-64.0% | $74,440-69.0% |
| Participation rate | 48.4% | 76.6%-28.2pp | 72.3%-23.9pp | 70.7%-22.4pp |
| Annual return | 14.88% | 16.57%-1.7pp | 33.70%-18.8pp | 34.37%-19.5pp |
| Employer contribution / active EE | $1,341 | $3,084-56.5% | $2,748-51.2% | $2,638-49.2% |
| Participant deferral / active EE | $2,102 | $3,692-43.1% | $3,881-45.8% | $4,529-53.6% |
| Admin fee / account holder | $164 | $196-16.5% | $3,070-94.7% | $348-52.9% |