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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,984 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $26,469 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,548 | $54,573-40.4% | $90,970-64.2% | $73,497-55.7% |
| Participation rate | 74.3% | 61.2%+13.1pp | 69.0%+5.2pp | 70.7%+3.6pp |
| Annual return | 12.28% | 16.69%-4.4pp | 134.60%-122.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,267 | $991+27.8% | $2,122-40.3% | $2,270-44.2% |
| Participant deferral / active EE | $3,327 | $2,517+32.2% | $3,373-1.4% | $3,740-11.0% |
| Admin fee / account holder | $407 | $521-21.9% | $5,961-93.2% | $513-20.6% |