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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $47,836 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 | Insurance Broker | $22,207 |
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).
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 | $41,900 | $49,471-15.3% | $79,583-47.4% | $66,949-37.4% |
| Participation rate | 74.6% | 61.4%+13.2pp | 69.5%+5.1pp | 69.8%+4.8pp |
| Annual return | -14.08% | 84.30%-98.4pp | 0.16%-14.2pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,700 | $1,266+34.2% | $2,414-29.6% | $2,545-33.2% |
| Participant deferral / active EE | $4,798 | $3,160+51.8% | $3,986+20.4% | $4,239+13.2% |
| Admin fee / account holder | $461 | $595-22.5% | $6,835-93.3% | $594-22.3% |