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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RET PLAN SERVICES, INC. Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Recordkeeping and information managem... | $53,157 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,684 | $47,977+57.8% | $154,114-50.9% | $56,287+34.5% |
| Participation rate | 64.1% | 66.2%-2.1pp | 83.0%-18.9pp | 69.9%-5.8pp |
| Annual return | -8.53% | 3.54%-12.1pp | 735.16%-743.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $137 | $2,169-93.7% | $5,298-97.4% | $2,111-93.5% |
| Participant deferral / active EE | $4,150 | $2,392+73.5% | $5,081-18.3% | $3,350+23.9% |
| Admin fee / account holder | $578 | $438+31.8% | $13,411-95.7% | $521+10.9% |