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| Provider | Service type | Compensation |
|---|---|---|
KILEY JUERGENS WEALTH MANAGEMENT6+ years Service code 26 · EIN 27-0811624 | Advisory (Participants) | $69,842 |
NATIONWIDE6+ years Service code 13 · EIN 31-1592130 | Contract Administrator | $60,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,804 | $100,801-54.6% | $149,730-69.4% | $73,412-37.6% |
| Participation rate | 67.4% | 77.7%-10.3pp | 82.5%-15.1pp | 72.2%-4.8pp |
| Annual return | 18.87% | 265.34%-246.5pp | 276.70%-257.8pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,894 | $3,312-42.8% | $4,645-59.2% | $2,234-15.2% |
| Participant deferral / active EE | $4,634 | $6,404-27.6% | $6,843-32.3% | $3,806+21.8% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |