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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,823 |
APRIO BENEFIT ADVISORS LLC1+ years Filed as: APRIO BENEFIT ADVISORS, LLC. Service code 13 · EIN 58-2526504 FIVE CONCOURSE PARKWAY · ATLANTA, GA 30328 | Contract Administrator | $2,612 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 26 · EIN 59-1237041 880 CARILLION PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $1,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,980 | $37,196-27.5% | $154,111-82.5% | $55,725-51.6% |
| Participation rate | 17.6% | 64.1%-46.5pp | 83.0%-65.4pp | 70.9%-53.2pp |
| Annual return | -5.64% | 1319.68%-1325.3pp | 735.18%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $148 | $2,068-92.8% | $5,081-97.1% | $3,356-95.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |