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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,211 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 15 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Recordkeeping | $5,651 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,364 | $26,140-64.2% | $58,507-84.0% | $74,473-87.4% |
| Participation rate | 20.6% | 32.1%-11.5pp | 50.9%-30.3pp | 70.7%-50.2pp |
| Annual return | 16.50% | 32.51%-16.0pp | 4252.32%-4235.8pp | 34.36%-17.9pp |
| Employer contribution / active EE | $56 | $537-89.7% | $1,053-94.7% | $2,638-97.9% |
| Participant deferral / active EE | $281 | $1,075-73.8% | $1,922-85.4% | $4,530-93.8% |
| Admin fee / account holder | $114 | $652-82.5% | $2,486-95.4% | $347-67.1% |