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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $22,634 |
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $22,622 |
RKL LLP3 years Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $6,275 |
LPL FINANCIAL6 years Filed as: WADDELL & REED Service code 51 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Investment Mgmt Fees | $5,353 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-3(21) Service code 51 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Mgmt Fees | $1,398 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,004 | $46,332-63.3% | $143,797-88.2% | $64,824-73.8% |
| Participation rate | 72.2% | 64.2%+7.9pp | 80.3%-8.1pp | 71.5%+0.7pp |
| Annual return | -15.51% | -10.05%-5.5pp | -0.04%-15.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $118 | $1,911-93.8% | $4,952-97.6% | $2,507-95.3% |
| Participant deferral / active EE | $2,549 | $2,647-3.7% | $5,638-54.8% | $4,311-40.9% |
| Admin fee / account holder | $133 | $154-13.4% | $14,679-99.1% | $188-29.1% |