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| Provider | Service type | Compensation |
|---|---|---|
WAGNER & ZWERMAN LLP2 years Filed as: WAGNER AND ZWERMAN LLP Service code 14 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Plan Administrator | $24,250 |
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $21,165 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,430 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $4,975 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $1,411 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,140 | $99,994+273.2% | $146,643+154.5% | $85,847+334.7% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 14.76% | 18.93%-4.2pp | 22.75%-8.0pp | 318.61%-303.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,149 | $4,006+78.4% | $5,506+29.8% | $3,952+80.9% |
| Admin fee / account holder | $2,473 | $7,703-67.9% | $10,280-75.9% | $6,261-60.5% |