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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,478 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 606730000 | Consulting | $31,220 |
PARK AVENUE SECURITIES LLC5 years Service code 33 | Securities brokerage | $27,872 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Investment Management | $6,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,811 | $61,391+17.0% | $149,723-52.0% | $71,529+0.4% |
| Participation rate | 69.9% | 62.5%+7.4pp | 78.8%-8.9pp | 67.9%+1.9pp |
| Annual return | 14.33% | 35.88%-21.5pp | 134.50%-120.2pp | 28.97%-14.6pp |
| Employer contribution / active EE | $3,013 | $2,384+26.4% | $4,821-37.5% | $2,590+16.3% |
| Participant deferral / active EE | $10,259 | $2,921+251.3% | $5,682+80.5% | $4,291+139.1% |
| Admin fee / account holder | $114 | $1,264-91.0% | $13,215-99.1% | $1,588-92.8% |