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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,717 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Recordkeeping | $26,259 |
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.)
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 | $86,005 | $65,061+32.2% | $143,757-40.2% | $66,914+28.5% |
| Participation rate | 59.7% | 65.2%-5.5pp | 80.3%-20.6pp | 69.8%-10.1pp |
| Annual return | -16.93% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,264 | $2,361-4.1% | $4,951-54.3% | $2,544-11.0% |
| Participant deferral / active EE | $4,739 | $2,919+62.4% | $5,637-15.9% | $4,237+11.9% |
| Admin fee / account holder | $559 | $502+11.4% | $14,673-96.2% | $593-5.7% |