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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 | Recordkeeping | $107,816 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 15 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $5,704 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORR Service code 15 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,069 | $73,848-71.5% | $143,799-85.3% | $68,486-69.2% |
| Participation rate | 83.0% | 66.7%+16.3pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -13.77% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,918 | $3,184-39.8% | $4,952-61.3% | $2,597-26.2% |
| Participant deferral / active EE | $2,815 | $3,385-16.8% | $5,638-50.1% | $4,028-30.1% |
| Admin fee / account holder | $337 | $5,755-94.1% | $14,677-97.7% | $5,404-93.8% |