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| Provider | Service type | Compensation |
|---|---|---|
WC ADMINISTRATORS, LLC3 years Service code 13 · EIN 20-1663072 6995 UNION PARK CENTER, SUITE 320 · MIDVALE, UT 84047 | Contract Administrator | $15,110 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,105 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY, SUITE 450 · AUSTIN, TX 78730 | Investment Management | $1,574 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,398 | $65,083-39.5% | $143,788-72.6% | $66,930-41.1% |
| Participation rate | 45.7% | 65.2%-19.6pp | 80.3%-34.7pp | 69.8%-24.2pp |
| Annual return | -15.06% | -11.13%-3.9pp | -0.03%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,248 | $2,361-47.2% | $4,952-74.8% | $2,545-51.0% |
| Participant deferral / active EE | $2,066 | $2,920-29.3% | $5,638-63.4% | $4,238-51.3% |
| Admin fee / account holder | $401 | $502-20.2% | $14,675-97.3% | $593-32.5% |