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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $18,420 |
SANIBEL CAPTIVA BEACH RESORTS LLC5 years Service code 20 P O BOX 249 · CAPTIVA, FL 339240249 | Trustee (individual) | $8,500 |
PEAK BROKERAGE SERVICES LLC2 years Filed as: PEAK BROKERAGE SERVICES Service code 26 P. O. BOX 249 · JUPITER, FL 33477 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,435 | $35,986-48.8% | $77,482-76.2% | $73,488-74.9% |
| Participation rate | 74.5% | 40.8%+33.6pp | 54.2%+20.3pp | 70.7%+3.8pp |
| Annual return | 9.13% | 19.26%-10.1pp | 54.79%-45.7pp | 28.51%-19.4pp |
| Employer contribution / active EE | $860 | $557+54.3% | $986-12.8% | $2,270-62.1% |
| Participant deferral / active EE | $1,744 | $1,198+45.7% | $1,861-6.3% | $3,740-53.4% |
| Admin fee / account holder | $163 | $466-65.0% | $2,858-94.3% | $513-68.2% |