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| Provider | Service type | Compensation |
|---|---|---|
ERBEN ASSOCIATES LLC1 year Service code 27 300 BEARDSLEY LN BLD G STE 200 · AUSTIN, TX 78746 | Advisory (Plan) | $3,191 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,630 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SVS - OH Service code 15 · EIN 13-3745616 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $1,470 |
Filed as: MEEDER INVESTMETN MANAGEMENT Service code 27 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $683 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,639 | $25,165-93.5% | $73,550-97.8% | $77,958-97.9% |
| Participation rate | 27.1% | 36.6%-9.5pp | 54.9%-27.8pp | 71.6%-44.6pp |
| Annual return | 30.31% | 18.12%+12.2pp | -15.16%+45.5pp | 20.87%+9.4pp |
| Employer contribution / active EE | $5 | $395-98.6% | $1,219-99.6% | $2,310-99.8% |
| Participant deferral / active EE | $360 | $898-59.9% | $1,804-80.0% | $3,537-89.8% |
| Admin fee / account holder | $119 | $76+56.9% | $2,320-94.9% | $97+22.1% |