Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,581 |
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $12,865 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $1,020 |
IRON-CO-FID-COMPREHENSIVE7 years Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,029 | $101,763-17.4% | $164,866-49.0% | $80,874+3.9% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.2pp |
| Annual return | 14.47% | 16.73%-2.3pp | 69.97%-55.5pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,276 | $4,477+62.5% | $6,033+20.6% | $4,297+69.3% |
| Admin fee / account holder | $569 | $8,228-93.1% | $12,689-95.5% | $6,935-91.8% |