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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,662 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $8,475 |
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.
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 | $32,365 | $84,236-61.6% | $170,435-81.0% | $70,126-53.8% |
| Participation rate | 66.3% | 70.8%-4.6pp | 83.6%-17.3pp | 69.5%-3.3pp |
| Annual return | 8.28% | 23.06%-14.8pp | 205.94%-197.7pp | 73.15%-64.9pp |
| Employer contribution / active EE | $954 | $3,387-71.8% | $5,432-82.4% | $2,343-59.3% |
| Participant deferral / active EE | $1,731 | $3,086-43.9% | $4,939-65.0% | $3,332-48.0% |
| Admin fee / account holder | $20 | $5,698-99.6% | $13,881-99.9% | $4,645-99.6% |