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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 13 | Contract Administrator | $19,412 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $16,559 |
CARR, RIGGS & INGRAM, LLC6+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $13,515 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,321 | $52,293-66.9% | $178,490-90.3% | $73,409-76.4% |
| Participation rate | 67.2% | 65.3%+1.9pp | 81.9%-14.7pp | 72.2%-4.9pp |
| Annual return | 12.84% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $683 | $1,735-60.7% | $5,011-86.4% | $2,234-69.4% |
| Participant deferral / active EE | $1,258 | $2,332-46.1% | $5,202-75.8% | $3,805-66.9% |
| Admin fee / account holder | $177 | $127+39.3% | $13,984-98.7% | $158+12.4% |