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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: A P S-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $23,266 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 | Insurance Broker | $13,313 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Broker | $13,307 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 27 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $5,438 |
NATIONWIDE8 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $3,653 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 27 · EIN 31-4156830 10 W NATIONDIDE BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $1,088 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 P.O. BOX 9500 · SPRINGFIELD, MA 011028089 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,899 | $55,437-29.8% | $155,534-75.0% | $74,459-47.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.15% | 269.58%-256.4pp | 64.92%-51.8pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,828 | $2,266-19.3% | $4,675-60.9% | $2,626-30.4% |
| Participant deferral / active EE | $3,609 | $2,837+27.2% | $5,630-35.9% | $4,350-17.0% |
| Admin fee / account holder | $114 | $1,742-93.5% | $15,900-99.3% | $1,945-94.1% |