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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $12,992 |
NATIONWIDE8 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,470 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,619 |
Filed as: IRON FIDUCIARY Service code 51 · EIN 99-9552241 | Investment Mgmt Fees | $850 |
Filed as: IRON-CO-FID Service code 51 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Mgmt Fees | $759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,108 | $50,902-58.5% | $155,534-86.4% | $77,736-72.8% |
| Participation rate | 68.8% | 63.1%+5.7pp | 78.2%-9.4pp | 70.6%-1.8pp |
| Annual return | 14.12% | 34.85%-20.7pp | 64.92%-50.8pp | 31.26%-17.1pp |
| Employer contribution / active EE | $89 | $1,991-95.5% | $4,675-98.1% | $2,728-96.8% |
| Participant deferral / active EE | $2,933 | $2,824+3.8% | $5,630-47.9% | $4,651-36.9% |
| Admin fee / account holder | $78 | $437-82.2% | $15,900-99.5% | $433-82.1% |