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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONAL PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,493 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 040922867 | Recordkeeping | $8,826 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 22 P. O. BOX 14527 · ST. PETERSBURG, FL 337334527 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $18,792 | $46,732-59.8% | $156,551-88.0% | $55,167-65.9% |
| Participation rate | 52.9% | 65.8%-12.9pp | 84.0%-31.1pp | 69.0%-16.0pp |
| Annual return | -2.01% | 17.72%-19.7pp | 32.23%-34.2pp | 169.23%-171.2pp |
| Employer contribution / active EE | $425 | $2,105-79.8% | $5,501-92.3% | $1,963-78.3% |
| Participant deferral / active EE | $916 | $2,204-58.4% | $4,871-81.2% | $3,054-70.0% |
| Admin fee / account holder | $349 | $418-16.6% | $13,028-97.3% | $504-30.8% |