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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,697 |
AUSTIN MONEY MANAGEMENT3 years Filed as: AUSTIN MONEY MANAGEMENT CORPORATION Service code 26 4209 MEDICAL PARKWAY · AUSTIN, TX 78756 | Advisory (Participants) | $11,544 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $1,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,843 | $39,973-82.9% | $79,580-91.4% | $77,906-91.2% |
| Participation rate | 20.1% | 64.6%-44.5pp | 69.5%-49.4pp | 73.7%-53.6pp |
| Annual return | -21.03% | 3.42%-24.5pp | 0.15%-21.2pp | 12.16%-33.2pp |
| Employer contribution / active EE | $390 | $1,088-64.2% | $2,413-83.8% | $2,846-86.3% |
| Participant deferral / active EE | $709 | $2,774-74.5% | $3,985-82.2% | $4,805-85.3% |
| Admin fee / account holder | $34 | $113-69.7% | $6,835-99.5% | $133-74.2% |