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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $18,506 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,091 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $3,683 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $1,234 |
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 | $43,802 | $86,341-49.3% | $125,195-65.0% | $65,186-32.8% |
| Participation rate | 85.1% | 75.3%+9.8pp | 79.8%+5.4pp | 70.2%+14.9pp |
| Annual return | 18.86% | 27.44%-8.6pp | 43.79%-24.9pp | 29.39%-10.5pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,541 | $3,538+56.6% | $4,937+12.2% | $3,514+57.7% |
| Admin fee / account holder | $231 | $609-62.1% | $9,704-97.6% | $847-72.7% |