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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $55,165 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 28 · EIN 59-1517485 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,072 | $88,122-51.1% | $141,197-69.5% | $67,582-36.3% |
| Participation rate | 44.3% | 76.5%-32.1pp | 82.5%-38.2pp | 71.3%-27.0pp |
| Annual return | 39.21% | 75.40%-36.2pp | 71.41%-32.2pp | 378.57%-339.4pp |
| Employer contribution / active EE | $416 | $3,224-87.1% | $4,736-91.2% | $2,148-80.6% |
| Participant deferral / active EE | $4,966 | $5,958-16.6% | $6,710-26.0% | $3,539+40.3% |
| Admin fee / account holder | $330 | $131+152.2% | $10,265-96.8% | $142+132.0% |