Filed January 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $40,933 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $29,547 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $13,225 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $7,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,382 | $50,902+20.6% | $155,534-60.5% | $77,736-21.0% |
| Participation rate | 75.2% | 63.1%+12.1pp | 78.2%-3.0pp | 70.6%+4.6pp |
| Annual return | 10.98% | 34.85%-23.9pp | 64.92%-53.9pp | 31.26%-20.3pp |
| Employer contribution / active EE | $1,320 | $1,991-33.7% | $4,675-71.8% | $2,728-51.6% |
| Participant deferral / active EE | $3,109 | $2,824+10.1% | $5,630-44.8% | $4,651-33.1% |
| Admin fee / account holder | $357 | $437-18.4% | $15,900-97.8% | $433-17.7% |