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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).
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 | $109,476 | $55,470+97.4% | $155,556-29.6% | $74,478+47.0% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 13.64% | 269.80%-256.2pp | 64.84%-51.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $2,441 | $2,267+7.7% | $4,675-47.8% | $2,626-7.1% |
| Participant deferral / active EE | $4,667 | $2,838+64.5% | $5,631-17.1% | $4,350+7.3% |
| Admin fee / account holder | $352 | $1,744-79.8% | $15,885-97.8% | $1,946-81.9% |