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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Participant loan processing; Claims p... | $48,683 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,671 | $50,902-26.0% | $155,534-75.8% | $77,736-51.5% |
| Participation rate | 32.4% | 63.1%-30.7pp | 78.2%-45.8pp | 70.6%-38.2pp |
| Annual return | 9.21% | 34.85%-25.6pp | 64.92%-55.7pp | 31.26%-22.1pp |
| Employer contribution / active EE | $490 | $1,991-75.4% | $4,675-89.5% | $2,728-82.0% |
| Participant deferral / active EE | $1,487 | $2,824-47.3% | $5,630-73.6% | $4,651-68.0% |
| Admin fee / account holder | $315 | $437-27.9% | $15,900-98.0% | $433-27.2% |