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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $32,853 |
LIGHTHOUSE ADVISORY SERVICES3 years Service code 26 · EIN 83-3037363 | Advisory (Participants) | $22,475 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $4,915 |
Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,068 | $47,126-48.9% | $149,673-83.9% | $74,419-67.7% |
| Participation rate | 31.6% | 63.4%-31.8pp | 78.8%-47.2pp | 70.7%-39.2pp |
| Annual return | 10.09% | 22.75%-12.7pp | 134.42%-124.3pp | 34.38%-24.3pp |
| Employer contribution / active EE | $932 | $1,905-51.1% | $4,818-80.7% | $2,637-64.7% |
| Participant deferral / active EE | $1,132 | $2,728-58.5% | $5,680-80.1% | $4,528-75.0% |
| Admin fee / account holder | $224 | $343-34.6% | $13,210-98.3% | $348-35.5% |