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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 51 · EIN 31-4156830 | Investment Mgmt Fees | $12,734 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $11,200 |
BURKE & SCHINDLER, PLL1 year Service code 15 · EIN 31-1452011 | Recordkeeping | $4,595 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FINANCIAL Service code 26 · EIN 26-2409128 | Advisory (Participants) | $906 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 51 · EIN 31-4156830 | Investment Mgmt Fees | $226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,495 | $80,177-64.5% | $123,894-77.0% | $57,658-50.6% |
| Participation rate | 11.2% | 74.4%-63.3pp | 81.4%-70.2pp | 70.2%-59.0pp |
| Annual return | 5.30% | 17.90%-12.6pp | 47.52%-42.2pp | 5.13%+0.2pp |
| Employer contribution / active EE | $57 | $2,913-98.1% | $4,617-98.8% | $1,974-97.1% |
| Participant deferral / active EE | $747 | $5,130-85.4% | $5,984-87.5% | $3,061-75.6% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |