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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 | $16,183 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,045 |
BEENE GARTER LLP5 years Filed as: BEENE GARTER, LLP Service code 15 56 GRANDVILLE AVE SW, STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $12,232 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,986 | $65,453-60.3% | $86,698-70.0% | $66,938-61.2% |
| Participation rate | 51.9% | 75.5%-23.5pp | 76.6%-24.7pp | 69.8%-17.9pp |
| Annual return | -18.03% | -10.89%-7.1pp | 35.95%-54.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,572 | $2,154-27.0% | $2,837-44.6% | $2,545-38.2% |
| Participant deferral / active EE | $3,288 | $4,102-19.8% | $4,656-29.4% | $4,238-22.4% |
| Admin fee / account holder | $345 | $642-46.3% | $7,493-95.4% | $594-41.9% |