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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,795 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $42,417 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID COMPREHENSIVE Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IA 60062 | Advisory (Participants) | $12,041 |
Filed as: AMERIPRISE FINANCIAL Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,367 | $122,063-17.8% | $184,256-45.5% | $74,478+34.8% |
| Participation rate | 67.5% | 85.5%-18.0pp | 86.8%-19.4pp | 67.2%+0.2pp |
| Annual return | 13.90% | 19.92%-6.0pp | 28.85%-14.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $3,335 | $4,539-26.5% | $6,427-48.1% | $2,626+27.0% |
| Participant deferral / active EE | $6,671 | $7,144-6.6% | $9,133-27.0% | $4,350+53.3% |
| Admin fee / account holder | $349 | $1,253-72.1% | $13,899-97.5% | $1,946-82.0% |