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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $19,211 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,044 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $3,500 |
WAGNER & ZWERMAN LLP1 year Filed as: WAGNER AND ZWERMAN LLP Service code 14 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Plan Administrator | $1,431 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $1,281 |
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 | $45,727 | $91,559-50.1% | $133,978-65.9% | $79,856-42.7% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 11.48% | 61.85%-50.4pp | 45.10%-33.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,538 | $3,734+101.9% | $5,047+49.3% | $3,741+101.5% |
| Admin fee / account holder | $255 | $6,321-96.0% | $8,930-97.1% | $5,306-95.2% |