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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 | $88,117-24.9% | $164,928-59.9% | $74,400-11.1% |
| Participation rate | 69.3% | 73.1%-3.8pp | 78.6%-9.3pp | 67.2%+2.1pp |
| Annual return | 14.84% | 17.27%-2.4pp | 70.08%-55.2pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $930 | $2,596-64.2% | $4,343-78.6% | $2,624-64.6% |
| Participant deferral / active EE | $3,565 | $4,501-20.8% | $6,034-40.9% | $4,348-18.0% |
| Admin fee / account holder | $9 | $2,230-99.6% | $12,684-99.9% | $1,944-99.5% |