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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 51 · EIN 31-4156830 | Investment Mgmt Fees | $21,121 |
BURKE & SCHINDLER, PLL1 year Filed as: BURKE & SCHINDLER PLL Service code 15 · EIN 31-1452011 | Recordkeeping | $6,750 |
IRON-CO-FID-COMPREHENSIVE8+ years Filed as: IRON FINANCIAL Service code 31 · EIN 26-2409128 | Named fiduciary | $1,332 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INS CO Service code 31 · EIN 31-4156830 | Named fiduciary | $582 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 · EIN 31-1119890 | Other Commissions | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,554 | $84,493-55.6% | $125,381-70.0% | $66,938-43.9% |
| Participation rate | 8.0% | 76.4%-68.4pp | 82.4%-74.4pp | 69.8%-61.8pp |
| Annual return | -17.76% | -8.49%-9.3pp | 572.31%-590.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $63 | $3,554-98.2% | $4,815-98.7% | $2,545-97.5% |
| Participant deferral / active EE | $927 | $6,783-86.3% | $7,448-87.6% | $4,238-78.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |