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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,477 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $8,905 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,542 | $77,638-59.4% | $156,551-79.9% | $62,881-49.8% |
| Participation rate | 69.9% | 71.2%-1.3pp | 84.0%-14.1pp | 69.3%+0.6pp |
| Annual return | -1.15% | 50.33%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $1,097 | $3,444-68.1% | $5,501-80.1% | $2,281-51.9% |
| Participant deferral / active EE | $2,015 | $3,046-33.8% | $4,871-58.6% | $3,203-37.1% |
| Admin fee / account holder | $20 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |