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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,196 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $30 |
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 27 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,026 | $73,848-47.2% | $143,799-72.9% | $68,486-43.0% |
| Participation rate | 56.6% | 66.7%-10.0pp | 80.3%-23.7pp | 67.9%-11.3pp |
| Annual return | -13.65% | 0.91%-14.6pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,027 | $3,184-67.7% | $4,952-79.3% | $2,597-60.4% |
| Participant deferral / active EE | $1,873 | $3,385-44.6% | $5,638-66.8% | $4,028-53.5% |
| Admin fee / account holder | $16 | $5,755-99.7% | $14,677-99.9% | $5,404-99.7% |