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| Provider | Service type | Compensation |
|---|---|---|
TS&W INTERNATIONAL2 years Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $26,886 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $10,037 |
NATIONWIDE3 years Service code 22 · EIN 31-4156830 ONE NATIONWIDE · COLUMBUS, OH 43215 | Insurance Broker | $2,007 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,998 | $91,536+182.9% | $130,062+99.1% | $75,177+244.5% |
| Participation rate | 77.6% | 71.5%+6.1pp | 78.5%-0.9pp | 67.2%+10.4pp |
| Annual return | 15.76% | -631.62%+647.4pp | -137.37%+153.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,847 | $2,845+0.1% | $4,322-34.1% | $2,671+6.6% |
| Participant deferral / active EE | $11,292 | $4,343+160.0% | $5,821+94.0% | $4,126+173.7% |
| Admin fee / account holder | $480 | $6,780-92.9% | $10,601-95.5% | $5,651-91.5% |