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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,108 |
Service code 37 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Loan Processing | $1,700 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 55 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO. LLC Service code 52 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,658 | $37,117-79.4% | $147,617-94.8% | $55,191-86.1% |
| Participation rate | 34.2% | 63.6%-29.4pp | 84.6%-50.4pp | 69.2%-35.0pp |
| Annual return | 3.41% | 3.44%0pp | 61.98%-58.6pp | 10.78%-7.4pp |
| Employer contribution / active EE | $705 | $1,620-56.5% | $5,564-87.3% | $1,899-62.9% |
| Participant deferral / active EE | $436 | $1,985-78.0% | $4,895-91.1% | $3,046-85.7% |
| Admin fee / account holder | $2 | $86-97.7% | $11,612-100.0% | $91-97.9% |