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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $17,509 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBURG, FL 33716 | Investment Management | $16,470 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $5,644 |
PROACCOUNT2 years Service code 25 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Directed Trustee | $2,269 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,904 | $50,982-53.1% | $154,803-84.6% | $85,563-72.1% |
| Participation rate | 47.6% | 59.8%-12.2pp | 78.1%-30.5pp | 66.0%-18.4pp |
| Annual return | 19.27% | 30.35%-11.1pp | 58.88%-39.6pp | 31.51%-12.2pp |
| Employer contribution / active EE | $314 | $1,708-81.6% | $4,305-92.7% | $2,654-88.2% |
| Participant deferral / active EE | $1,256 | $2,474-49.2% | $5,540-77.3% | $4,375-71.3% |
| Admin fee / account holder | $156 | $846-81.5% | $14,329-98.9% | $834-81.3% |