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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,102 |
THE BENEFIT PRACTICE5 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Recordkeeping | $3,967 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 27 P. O BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $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.)
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 | $109,476 | $55,415+97.6% | $155,509-29.6% | $74,495+47.0% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 13.64% | 268.50%-254.9pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,441 | $2,267+7.7% | $4,672-47.8% | $2,623-6.9% |
| Participant deferral / active EE | $4,667 | $2,836+64.6% | $5,626-17.0% | $4,346+7.4% |
| Admin fee / account holder | $352 | $1,738-79.8% | $15,912-97.8% | $1,942-81.9% |