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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC. Service code 12 · EIN 59-3664112 10407 CENTURION PKWY N STE 126 · JACKSONVILLE, FL 32256 | Investment management fees paid direc... | $13,179 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,563 | $66,124-75.0% | $90,430-81.7% | $73,493-77.5% |
| Participation rate | 85.3% | 69.7%+15.7pp | 72.7%+12.6pp | 70.7%+14.6pp |
| Annual return | 8.53% | 17.65%-9.1pp | 1293.73%-1285.2pp | 28.51%-20.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,875 | $3,039+27.5% | $3,963-2.2% | $3,740+3.6% |
| Admin fee / account holder | $104 | $396-73.8% | $5,613-98.2% | $513-79.8% |