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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 RJA 880 CARILLION PKWY · SAINT PETERSBUR, FL 33716 | Investment Management | $52,067 |
NATIONWIDE6 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $10,617 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,436 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $625 |
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 | $132,042 | $62,177+112.4% | $81,370+62.3% | $74,478+77.3% |
| Participation rate | 64.6% | 64.1%+0.5pp | 69.5%-5.0pp | 67.2%-2.7pp |
| Annual return | 10.99% | 16.62%-5.6pp | 24.85%-13.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $2,409 | $1,881+28.1% | $2,464-2.2% | $2,626-8.3% |
| Participant deferral / active EE | $4,561 | $3,219+41.7% | $3,885+17.4% | $4,350+4.8% |
| Admin fee / account holder | $656 | $1,927-65.9% | $5,749-88.6% | $1,946-66.3% |