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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 13 | Contract Administrator | $24,246 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $20,160 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $15,961 |
CARR, RIGGS & INGRAM, LLC7+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,321 | $56,540-65.8% | $185,849-89.6% | $86,821-77.7% |
| Participation rate | 65.8% | 65.5%+0.2pp | 81.7%-15.9pp | 72.3%-6.5pp |
| Annual return | 10.60% | 118.20%-107.6pp | 122.10%-111.5pp | 97.94%-87.3pp |
| Employer contribution / active EE | $721 | $1,844-60.9% | $5,169-86.0% | $2,406-70.0% |
| Participant deferral / active EE | $1,367 | $2,555-46.5% | $5,569-75.5% | $4,132-66.9% |
| Admin fee / account holder | $194 | $150+29.5% | $16,244-98.8% | $170+14.3% |