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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-4311657 BLDG 5, STE 405 · AUSTIN, TX 78730 | Advisory (Participants) | $14,911 |
WEALTH MANAGEMENT ADVISORS1+ years Filed as: WEALTH MANAGEMENT ADVISERS, LLC Service code 26 · EIN 13-4251514 166 OLD FARMS E · MIDDLETOWN, CT 06457 | Advisory (Participants) | $11,397 |
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,686 |
PENSYS, INC.1+ years Service code 13 · EIN 94-2916479 2440 PROFESSIONAL DR. · ROSEVILLE, CA 95661 | Contract Administrator | $9,569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,311 | $75,832+34.9% | $147,617-30.7% | $59,633+71.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $4,435 | $3,485+27.3% | $5,564-20.3% | $2,203+101.3% |
| Participant deferral / active EE | $5,237 | $3,131+67.3% | $4,895+7.0% | $3,192+64.1% |
| Admin fee / account holder | $752 | $5,986-87.4% | $11,612-93.5% | $4,297-82.5% |