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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 26 · EIN 99-2539506 25434 PRARIEWOOD LANE · SHOREWOOD, IL 60404 | Advisory (Participants) | $29,874 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $25,619 |
NATIONWIDE9 years Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $14,928 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 5350 77 CENTER DRI · CHARLOTTE, NC 28217 | Plan Administrator | $11,040 |
ROUSH INVESTMENTS LLC6 years Filed as: ROUSH INVESTMENTS, LLC Service code 26 · EIN 27-2442764 2014 TULARE AVENUE · FRESNO, CA 93721 | Advisory (Participants) | $8,460 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $5,172 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA Service code 14 | Plan Administrator | $4,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,838 | $108,549-34.7% | $156,263-54.7% | $85,563-17.2% |
| Participation rate | 32.9% | 77.1%-44.2pp | 78.9%-46.0pp | 66.0%-33.1pp |
| Annual return | 14.96% | 21.79%-6.8pp | 59.47%-44.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,033 | $2,690-61.6% | $4,333-76.1% | $2,654-61.1% |
| Participant deferral / active EE | $1,320 | $4,800-72.5% | $6,158-78.6% | $4,375-69.8% |
| Admin fee / account holder | $512 | $650-21.3% | $14,255-96.4% | $834-38.7% |