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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,512 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $8,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,342 | $75,962-61.4% | $154,108-81.0% | $64,173-54.3% |
| Participation rate | 65.6% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.0pp |
| Annual return | 7.29% | 30.32%-23.0pp | 735.21%-727.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $938 | $3,350-72.0% | $5,298-82.3% | $2,381-60.6% |
| Participant deferral / active EE | $1,809 | $3,175-43.0% | $5,081-64.4% | $3,470-47.8% |
| Admin fee / account holder | $22 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |