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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,893 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Service code 27 · EIN 59-2937883 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $20,308 |
NEXUS ADMINISTRATORS, INC.4 years Filed as: NEXUS ADMINISTRATORS, ININC Service code 13 · EIN 77-0586222 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $4,762 |
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.
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 | $40,291 | $76,112-47.1% | $96,544-58.3% | $71,529-43.7% |
| Participation rate | 64.0% | 74.4%-10.4pp | 76.0%-12.0pp | 67.9%-3.9pp |
| Annual return | 13.35% | 22.80%-9.5pp | 25.88%-12.5pp | 28.97%-15.6pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,203 | $4,217-47.7% | $4,851-54.6% | $4,291-48.7% |
| Admin fee / account holder | $572 | $2,708-78.9% | $8,254-93.1% | $1,588-64.0% |