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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $12,495 |
WWK ADVISORS, LLC2 years Service code 51 · EIN 27-3022170 | Investment Mgmt Fees | $9,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,671 | $44,873-45.0% | $79,467-69.0% | $56,289-56.2% |
| Participation rate | 49.1% | 68.7%-19.7pp | 73.3%-24.3pp | 69.9%-20.8pp |
| Annual return | -4.26% | 0.81%-5.1pp | 718.30%-722.6pp | -9.96%+5.7pp |
| Employer contribution / active EE | $567 | $2,140-73.5% | $2,800-79.7% | $2,111-73.1% |
| Participant deferral / active EE | $1,550 | $2,746-43.6% | $3,704-58.2% | $3,350-53.7% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |