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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $52,140 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $7,395 |
KATHLEEN RZEPLINSKI1 year Filed as: KATHLEEN BARRY Service code 26 949 W PENN AVE · ROBESONIA, PA 19551 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,358 | $54,763+92.4% | $90,324+16.6% | $72,976+44.4% |
| Participation rate | 81.4% | 65.2%+16.3pp | 73.3%+8.2pp | 69.5%+12.0pp |
| Annual return | 20.03% | 30.63%-10.6pp | 78.15%-58.1pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,435 | $2,093-31.4% | $2,856-49.7% | $2,440-41.2% |
| Participant deferral / active EE | $5,090 | $2,887+76.3% | $3,885+31.0% | $3,608+41.1% |
| Admin fee / account holder | $536 | $3,973-86.5% | $5,356-90.0% | $5,124-89.5% |