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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBURG, FL 33716 | Investment Management | $14,716 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,602 |
PROACCOUNT1 year Service code 25 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Directed Trustee | $2,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,210 | $50,919-74.1% | $155,556-91.5% | $77,762-83.0% |
| Participation rate | 47.5% | 63.1%-15.6pp | 78.2%-30.7pp | 70.6%-23.1pp |
| Annual return | 11.27% | 34.84%-23.6pp | 64.84%-53.6pp | 31.27%-20.0pp |
| Employer contribution / active EE | $376 | $1,991-81.1% | $4,675-92.0% | $2,728-86.2% |
| Participant deferral / active EE | $1,247 | $2,824-55.9% | $5,631-77.9% | $4,651-73.2% |
| Admin fee / account holder | $62 | $437-85.9% | $15,885-99.6% | $433-85.7% |