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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 | $61,391+10.2% | $149,723-54.8% | $71,529-5.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.74% | 35.88%-21.1pp | 134.50%-119.8pp | 28.97%-14.2pp |
| Employer contribution / active EE | $3,350 | $2,384+40.6% | $4,821-30.5% | $2,590+29.4% |
| Participant deferral / active EE | $5,786 | $2,921+98.1% | $5,682+1.8% | $4,291+34.8% |
| Admin fee / account holder | $340 | $1,264-73.1% | $13,215-97.4% | $1,588-78.6% |