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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 | $43,496+3.9% | $161,489-72.0% | $64,340-29.7% |
| Participation rate | 69.8% | 53.5%+16.2pp | 78.7%-8.9pp | 55.2%+14.5pp |
| Annual return | 12.42% | 20.76%-8.3pp | 89.72%-77.3pp | 24.14%-11.7pp |
| Employer contribution / active EE | $1,315 | $1,431-8.1% | $4,268-69.2% | $1,862-29.3% |
| Participant deferral / active EE | $3,348 | $1,996+67.8% | $5,630-40.5% | $2,980+12.3% |
| Admin fee / account holder | $85 | $2,330-96.3% | $16,006-99.5% | $3,703-97.7% |