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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 27 · EIN 59-2937883 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $24,127 |
NATIONWIDE1 year Service code 50 · EIN 31-1529130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $21,785 |
WELLS THOMAS, LLC1 year Service code 49 · EIN 26-0228640 469 WEST MAIN ST. · BRANFORD, CT 06405 | Other Services | $2,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,733 | $54,355-19.5% | $82,744-47.1% | $68,486-36.1% |
| Participation rate | 90.8% | 63.9%+26.9pp | 72.6%+18.3pp | 67.9%+22.9pp |
| Annual return | -16.11% | -13.67%-2.4pp | 702.22%-718.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,963 | $2,219-11.5% | $3,008-34.7% | $2,597-24.4% |
| Participant deferral / active EE | $3,118 | $3,246-4.0% | $4,395-29.1% | $4,028-22.6% |
| Admin fee / account holder | $360 | $4,397-91.8% | $5,325-93.2% | $5,404-93.3% |