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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.2+ years Service code 13 · EIN 94-2916479 2440 PROFESSIONAL DR. · ROSEVILLE, CA 95661 | Contract Administrator | $18,655 |
Service code 26 · EIN 26-4311657 BLDG 5, STE 405 · AUSTIN, TX 78730 | Advisory (Participants) | $13,069 |
WEALTH MANAGEMENT ADVISORS2+ years Filed as: WEALTH MANAGEMENT ADVISERS, LLC Service code 26 · EIN 13-4251514 166 OLD FARMS E · MIDDLETOWN, CT 06457 | Advisory (Participants) | $13,063 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,453 |
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 | $112,801 | $77,638+45.3% | $156,551-27.9% | $62,881+79.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.59% | 50.33%-39.7pp | 32.23%-21.6pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,967 | $3,444+15.2% | $5,501-27.9% | $2,281+73.9% |
| Participant deferral / active EE | $5,482 | $3,046+80.0% | $4,871+12.5% | $3,203+71.2% |
| Admin fee / account holder | $806 | $5,561-85.5% | $13,028-93.8% | $4,296-81.2% |