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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $24,004 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 36-3804278 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Plan) | $18,996 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 49 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other Services | $4,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,202 | $46,688-3.2% | $189,758-76.2% | $69,733-35.2% |
| Participation rate | 69.8% | 61.7%+8.1pp | 79.8%-10.0pp | 62.5%+7.3pp |
| Annual return | 12.42% | 14.35%-1.9pp | 52.62%-40.2pp | 15.22%-2.8pp |
| Employer contribution / active EE | $1,315 | $1,695-22.4% | $4,767-72.4% | $2,250-41.5% |
| Participant deferral / active EE | $3,348 | $2,143+56.3% | $5,856-42.8% | $3,054+9.6% |
| Admin fee / account holder | $85 | $1,700-95.0% | $20,388-99.6% | $3,102-97.2% |