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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 33 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Securities brokerage; Participant com... | $18,110 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,685 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,732 | $65,061-75.8% | $143,757-89.1% | $66,914-76.5% |
| Participation rate | 50.2% | 65.2%-15.0pp | 80.3%-30.1pp | 69.8%-19.6pp |
| Annual return | -16.43% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $155 | $2,361-93.4% | $4,951-96.9% | $2,544-93.9% |
| Participant deferral / active EE | $1,191 | $2,919-59.2% | $5,637-78.9% | $4,237-71.9% |
| Admin fee / account holder | $71 | $502-85.8% | $14,673-99.5% | $593-88.0% |