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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 | $45,343-0.3% | $150,298-69.9% | $67,986-33.5% |
| Participation rate | 69.8% | 51.9%+17.9pp | 77.8%-8.0pp | 57.2%+12.5pp |
| Annual return | 12.42% | 33.28%-20.9pp | 62.79%-50.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,315 | $1,462-10.0% | $4,154-68.3% | $2,019-34.8% |
| Participant deferral / active EE | $3,348 | $2,055+63.0% | $5,453-38.6% | $3,358-0.3% |
| Admin fee / account holder | $85 | $2,250-96.2% | $14,116-99.4% | $3,203-97.3% |