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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,983 |
WWK ADVISORS, LLC4 years Service code 51 · EIN 27-3022170 | Investment Mgmt Fees | $9,401 |
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 | $30,129 | $66,124-54.4% | $90,461-66.7% | $73,497-59.0% |
| Participation rate | 53.3% | 69.7%-16.3pp | 72.7%-19.4pp | 70.7%-17.3pp |
| Annual return | 15.24% | 17.65%-2.4pp | 1294.76%-1279.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $765 | $2,346-67.4% | $3,264-76.6% | $2,270-66.3% |
| Participant deferral / active EE | $1,786 | $3,039-41.2% | $3,964-55.0% | $3,740-52.2% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |