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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 | Recordkeeping | $38,251 |
Filed as: CORPORATE FINANCIAL SERVICES Service code 15 · EIN 80-0138348 | Recordkeeping | $5,500 |
Filed as: RAYMOND JAMES Service code 16 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Consulting | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,980 | $55,449+8.2% | $83,850-28.5% | $56,287+6.6% |
| Participation rate | 39.8% | 68.0%-28.2pp | 76.1%-36.3pp | 69.9%-30.0pp |
| Annual return | -5.67% | -1.38%-4.3pp | 850.92%-856.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $873 | $2,430-64.1% | $3,631-76.0% | $2,111-58.6% |
| Participant deferral / active EE | $1,316 | $2,935-55.2% | $4,082-67.8% | $3,350-60.7% |
| Admin fee / account holder | $381 | $656-42.0% | $5,478-93.1% | $521-27.0% |