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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156831 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,285 |
LPL FINANCIAL1 year Service code 28 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Management | $6,010 |
WC ADMINISTRATORS, LLC8+ years Service code 14 · EIN 20-1663072 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Plan Administrator | $2,836 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Other Fees | $968 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,843 | $65,092-71.1% | $143,799-86.9% | $66,938-71.8% |
| Participation rate | 36.8% | 65.2%-28.4pp | 80.3%-43.5pp | 69.8%-33.0pp |
| Annual return | -19.83% | -11.14%-8.7pp | -0.04%-19.8pp | 1.58%-21.4pp |
| Employer contribution / active EE | $189 | $2,362-92.0% | $4,952-96.2% | $2,545-92.6% |
| Participant deferral / active EE | $1,367 | $2,920-53.2% | $5,638-75.8% | $4,238-67.7% |
| Admin fee / account holder | $257 | $502-48.9% | $14,677-98.3% | $594-56.8% |