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| Provider | Service type | Compensation |
|---|---|---|
WC ADMINISTRATORS, LLC1 year Service code 13 · EIN 20-1663072 6995 UNION PARK CENTER, SUITE 320 · MIDVALE, UT 84047 | Contract Administrator | $11,759 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,240 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY, SUITE 450 · AUSTIN, TX 78730 | Investment Management | $1,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,681 | $58,888-36.0% | $178,499-78.9% | $73,493-48.7% |
| Participation rate | 43.5% | 66.2%-22.7pp | 81.9%-38.4pp | 70.7%-27.1pp |
| Annual return | 17.71% | 24.86%-7.2pp | 151.10%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,165 | $2,236-47.9% | $5,011-76.8% | $2,270-48.7% |
| Participant deferral / active EE | $1,909 | $2,568-25.7% | $5,202-63.3% | $3,740-49.0% |
| Admin fee / account holder | $325 | $400-18.8% | $13,986-97.7% | $513-36.6% |