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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) | $26,924 |
NATIONWIDE2 years Service code 50 · EIN 31-1529130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $23,313 |
WELLS THOMAS, LLC2 years Service code 49 · EIN 26-0228640 469 WEST MAIN ST. · BRANFORD, CT 06405 | Other Services | $3,430 |
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 | $49,216 | $58,264-15.5% | $86,617-43.2% | $71,495-31.2% |
| Participation rate | 86.0% | 65.0%+21.0pp | 71.7%+14.3pp | 67.9%+18.1pp |
| Annual return | 16.69% | 21.63%-4.9pp | 591.91%-575.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,028 | $2,574-21.2% | $3,023-32.9% | $2,589-21.7% |
| Participant deferral / active EE | $2,913 | $3,436-15.2% | $4,437-34.4% | $4,291-32.1% |
| Admin fee / account holder | $378 | $1,057-64.2% | $5,613-93.3% | $1,588-76.2% |