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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,595 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 33 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Participant communication; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,997 | $46,360-63.3% | $147,617-88.5% | $52,331-67.5% |
| Participation rate | 51.8% | 64.9%-13.2pp | 84.6%-32.9pp | 68.1%-16.4pp |
| Annual return | -1.33% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $122 | $2,126-94.3% | $5,564-97.8% | $1,882-93.5% |
| Participant deferral / active EE | $1,044 | $2,258-53.8% | $4,895-78.7% | $3,022-65.5% |
| Admin fee / account holder | $131 | $766-82.9% | $11,612-98.9% | $592-77.9% |