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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,422 |
Filed as: WEALTH MANAGEMENT ADVISORS, LLC Service code 26 · EIN 13-4251514 166 OLD FARMS E · MIDDLETOWN, CT 06457 | Advisory (Participants) | $18,059 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 6504 BRIDGEPORT PARKWAY · AUSTIN, TX 78730 | Advisory (Participants) | $569 |
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 | $66,999 | $65,125+2.9% | $143,797-53.4% | $66,949+0.1% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.00% | -11.13%-4.9pp | -0.04%-16.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $3,133 | $2,362+32.6% | $4,952-36.7% | $2,545+23.1% |
| Participant deferral / active EE | $4,893 | $2,920+67.6% | $5,638-13.2% | $4,239+15.4% |
| Admin fee / account holder | $501 | $503-0.3% | $14,679-96.6% | $594-15.6% |