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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Service code 52 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Indirect Investment Fees | $21,068 |
E. PERRY3 years Filed as: PERRY AND ASSOCIATES INC Service code 52 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Indirect Investment Fees | $2,650 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,289 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,879 | $91,692-71.8% | $67,561-61.7% | $77,714-66.7% |
| Participation rate | 57.0% | 76.0%-19.0pp | 72.9%-15.9pp | 70.6%-13.5pp |
| Annual return | 10.33% | 14.88%-4.5pp | 3525.44%-3515.1pp | 31.26%-20.9pp |
| Employer contribution / active EE | $1,143 | $3,188-64.1% | $2,735-58.2% | $2,727-58.1% |
| Participant deferral / active EE | $2,365 | $3,912-39.5% | $4,003-40.9% | $4,649-49.1% |
| Admin fee / account holder | $8 | $245-96.6% | $4,006-99.8% | $433-98.1% |