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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $6,918 |
NATIONWIDE2 years Service code 15 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,112 |
Service code 16 5628 COPLEY DR · SAN DIEGO, CA 92111 | Consulting | $2,020 |
LPL FINANCIAL2 years Filed as: WADDELL & REED Service code 26 8025 EIGER DR #100 · LINCOLN, NE 685169217 | Advisory (Participants) | $1,303 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,329 | $69,383-27.5% | $101,271-50.3% | $73,493-31.5% |
| Participation rate | 25.5% | 68.4%-42.8pp | 75.8%-50.3pp | 70.7%-45.1pp |
| Annual return | 18.96% | 18.46%+0.5pp | 46.48%-27.5pp | 28.51%-9.6pp |
| Employer contribution / active EE | $858 | $2,628-67.4% | $3,660-76.6% | $2,270-62.2% |
| Participant deferral / active EE | $1,743 | $3,301-47.2% | $4,371-60.1% | $3,740-53.4% |
| Admin fee / account holder | $358 | $704-49.2% | $5,948-94.0% | $513-30.3% |