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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: WADDELL & REED Service code 51 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Investment Mgmt Fees | $19,682 |
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $18,675 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $10,608 |
RKL LLP2 years Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $2,755 |
Filed as: IRON-CO-FID-3(21) Service code 51 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Mgmt Fees | $1,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,323 | $56,540-60.5% | $185,851-88.0% | $86,821-74.3% |
| Participation rate | 67.6% | 65.5%+2.1pp | 81.7%-14.1pp | 72.3%-4.7pp |
| Annual return | 29.04% | 118.20%-89.2pp | 122.11%-93.1pp | 97.94%-68.9pp |
| Employer contribution / active EE | $524 | $1,844-71.6% | $5,168-89.9% | $2,406-78.2% |
| Participant deferral / active EE | $2,324 | $2,555-9.1% | $5,569-58.3% | $4,132-43.8% |
| Admin fee / account holder | $97 | $150-34.9% | $16,245-99.4% | $170-42.6% |