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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $44,983 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 22 · EIN 92-1819393 | Insurance Broker | $16,661 |
Service code 13 · EIN 26-1570786 | Contract Administrator | $14,363 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 | Insurance Broker | $9,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,255 | $54,729-19.1% | $86,235-48.7% | $71,529-38.1% |
| Participation rate | 76.6% | 60.1%+16.5pp | 69.0%+7.6pp | 67.9%+8.7pp |
| Annual return | 13.39% | 20.07%-6.7pp | 1170.03%-1156.6pp | 28.97%-15.6pp |
| Employer contribution / active EE | $1,815 | $1,267+43.2% | $2,381-23.8% | $2,590-29.9% |
| Participant deferral / active EE | $4,596 | $3,110+47.8% | $3,987+15.3% | $4,291+7.1% |
| Admin fee / account holder | $470 | $1,921-75.6% | $6,856-93.1% | $1,588-70.4% |