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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $30,361 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,146 | $88,186-25.0% | $165,071-59.9% | $74,459-11.2% |
| Participation rate | 69.3% | 73.1%-3.8pp | 78.6%-9.3pp | 67.2%+2.1pp |
| Annual return | 14.84% | 17.13%-2.3pp | 70.17%-55.3pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $930 | $2,600-64.2% | $4,347-78.6% | $2,626-64.6% |
| Participant deferral / active EE | $3,565 | $4,505-20.9% | $6,035-40.9% | $4,350-18.0% |
| Admin fee / account holder | $9 | $2,234-99.6% | $12,695-99.9% | $1,945-99.5% |