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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,144 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $439 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 BUILDING 5, SUITE 405 · AUSTIN, TX 78730 | Investment Management | $66 |
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 | $55,567 | $47,977+15.8% | $154,108-63.9% | $56,289-1.3% |
| Participation rate | 75.6% | 66.2%+9.4pp | 83.0%-7.4pp | 69.9%+5.7pp |
| Annual return | -6.75% | 3.54%-10.3pp | 735.21%-742.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,818 | $2,169+29.9% | $5,298-46.8% | $2,111+33.5% |
| Participant deferral / active EE | $9,267 | $2,392+287.4% | $5,081+82.4% | $3,350+176.6% |
| Admin fee / account holder | $27 | $438-93.7% | $13,411-99.8% | $521-94.7% |