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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $22,066 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,912 |
GETTRY MARCUS CPA, P.C.1 year Filed as: GETTRY MARCUS CPA PC Service code 10 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Accounting | $12,500 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $3,810 |
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $1,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,307 | $91,537-17.7% | $130,045-42.1% | $75,173+0.2% |
| Participation rate | 84.4% | 71.5%+12.9pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 16.90% | -631.55%+648.4pp | -137.30%+154.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,910 | $4,343+82.1% | $5,820+35.9% | $4,126+91.7% |
| Admin fee / account holder | $354 | $6,780-94.8% | $10,600-96.7% | $5,651-93.7% |