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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,060 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 27 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,744 | $54,320-36.0% | $67,652-48.6% | $52,331-33.6% |
| Participation rate | 62.8% | 73.6%-10.8pp | 75.7%-12.9pp | 68.1%-5.3pp |
| Annual return | -0.05% | 6.81%-6.9pp | 6625.40%-6625.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,752 | $2,950-40.6% | $3,560-50.8% | $3,022-42.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |