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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 · EIN 31-4156830 | Recordkeeping | $105,934 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 15 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $5,880 |
LINCOLN NATIONAL CORPORATION4 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.)
Annual investment return 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 | $63,769 | $77,901-18.1% | $149,717-57.4% | $75,181-15.2% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 11.62% | 31.73%-20.1pp | 134.41%-122.8pp | 160.69%-149.1pp |
| Employer contribution / active EE | $1,899 | $3,137-39.5% | $4,820-60.6% | $2,671-28.9% |
| Participant deferral / active EE | $3,347 | $3,411-1.9% | $5,682-41.1% | $4,126-18.9% |
| Admin fee / account holder | $932 | $5,949-84.3% | $13,213-92.9% | $5,650-83.5% |