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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC INC. Service code 22 PO BOX 14527 · ST. PETERSBURG, FL 337334527 | Insurance Broker | $33,792 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,914 |
DOEREN MAYHEW ADVISORS1 year Service code 15 56 CESAR E CHAVEZ AVE SW, STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $4,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,597 | $89,123-60.1% | $102,460-65.3% | $77,762-54.2% |
| Participation rate | 62.9% | 80.9%-18.0pp | 76.5%-13.6pp | 70.6%-7.7pp |
| Annual return | 19.25% | 25.05%-5.8pp | 29.47%-10.2pp | 31.27%-12.0pp |
| Employer contribution / active EE | $1,867 | $2,700-30.8% | $3,025-38.3% | $2,728-31.6% |
| Participant deferral / active EE | $3,837 | $5,148-25.5% | $5,056-24.1% | $4,651-17.5% |
| Admin fee / account holder | $335 | $236+41.9% | $9,460-96.5% | $433-22.7% |