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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $12,525 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,177 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $2,990 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $963 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,405 | $58,895-72.1% | $178,503-90.8% | $73,497-77.7% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.7pp |
| Annual return | 12.19% | 24.86%-12.7pp | 151.12%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,995 | $2,236-10.8% | $5,011-60.2% | $2,270-12.1% |
| Participant deferral / active EE | $989 | $2,567-61.5% | $5,202-81.0% | $3,740-73.6% |
| Admin fee / account holder | $1 | $400-99.8% | $13,987-100.0% | $513-99.8% |