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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEELPEAK WEALTH LLC Service code 49 · EIN 46-1173026 21650 OXNARD ST STE 2300 · WOODLAND HILLS, CA 91367 | Other Services | $39,444 |
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $16,338 |
NATIONWIDE4 years Service code 49 · EIN 31-4177100 | Other Services | $8,002 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,389 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $1,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,698 | $88,360-63.0% | $145,433-77.5% | $67,986-51.9% |
| Participation rate | 75.4% | 65.5%+10.0pp | 82.1%-6.7pp | 57.2%+18.2pp |
| Annual return | 15.56% | 63.15%-47.6pp | 66.58%-51.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $604 | $3,054-80.2% | $4,554-86.7% | $2,019-70.1% |
| Participant deferral / active EE | $6,349 | $5,932+7.0% | $7,897-19.6% | $3,358+89.1% |
| Admin fee / account holder | $337 | $3,313-89.8% | $13,129-97.4% | $3,203-89.5% |