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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,215 |
RAYMOND JAMES FINANCIAL SERVICES2+ 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,091 | $60,165-40.0% | $74,184-51.3% | $55,167-34.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 76.6%-10.0pp | 69.0%-2.3pp |
| Annual return | 5.31% | 10.00%-4.7pp | 17.74%-12.4pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,036 | $2,973-31.5% | $3,550-42.6% | $3,054-33.3% |
| Admin fee / account holder | $482 | $419+14.9% | $5,586-91.4% | $504-4.4% |