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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 6504 BRIDGEPORT PARKWAY · AUSTIN, TX 78730 | Advisory (Participants) | $19,603 |
WEALTH MANAGEMENT ADVISORS2 years Filed as: WEALTH MANAGEMENT ADVISORS, LLC Service code 26 · EIN 13-4251514 166 OLD FARMS E · MIDDLETOWN, CT 06457 | Advisory (Participants) | $19,593 |
NATIONWIDE1 year Filed as: NATIONWIDE MANAGEMENT ADVISORS, LLC Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,649 | $61,295+10.4% | $149,682-54.8% | $71,476-5.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.74% | 35.86%-21.1pp | 134.35%-119.6pp | 28.85%-14.1pp |
| Employer contribution / active EE | $3,350 | $2,380+40.8% | $4,818-30.5% | $2,589+29.4% |
| Participant deferral / active EE | $5,786 | $2,918+98.3% | $5,681+1.9% | $4,290+34.9% |
| Admin fee / account holder | $340 | $1,262-73.1% | $13,210-97.4% | $1,587-78.6% |