See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $61,975 |
PROACCOUNT2 years Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $23,109 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Investment Management | $20,324 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $792 |
Filed as: CETERA WEALTH SERVICES Service code 26 · EIN 95-3845382 2301 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,455 | $51,092+69.2% | $76,735+12.7% | $79,634+8.6% |
| Participation rate | 68.7% | 50.2%+18.5pp | 69.5%-0.8pp | 62.5%+6.2pp |
| Annual return | 15.99% | 18.04%-2.0pp | 29.77%-13.8pp | 36.46%-20.5pp |
| Employer contribution / active EE | $3,005 | $1,519+97.9% | $2,454+22.5% | $2,529+18.8% |
| Participant deferral / active EE | $7,324 | $2,529+189.6% | $4,088+79.2% | $3,835+91.0% |
| Admin fee / account holder | $96 | $1,865-94.8% | $7,189-98.7% | $1,002-90.4% |