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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,789 |
Filed as: ALL VALLEY ADMINISTRATORS LLC Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $2,754 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 27 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
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.)
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 | $30,288 | $59,191-48.8% | $76,767-60.5% | $56,289-46.2% |
| Participation rate | 78.9% | 75.2%+3.7pp | 77.0%+2.0pp | 69.9%+9.1pp |
| Annual return | -5.54% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,342 | $3,255-28.0% | $3,852-39.2% | $3,350-30.1% |
| Admin fee / account holder | $496 | $489+1.5% | $6,675-92.6% | $521-4.7% |