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| Provider | Service type | Compensation |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT2 years Service code 27 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $61,186 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,748 | $69,708+46.0% | $67,560+50.6% | $74,478+36.6% |
| Participation rate | 73.8% | 71.4%+2.4pp | 72.9%+0.8pp | 67.2%+6.6pp |
| Annual return | 10.95% | -40.67%+51.6pp | 3533.50%-3522.5pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $986 | $2,715-63.7% | $2,737-64.0% | $2,626-62.5% |
| Participant deferral / active EE | $4,300 | $3,637+18.2% | $4,004+7.4% | $4,350-1.2% |
| Admin fee / account holder | $247 | $887-72.2% | $3,994-93.8% | $1,946-87.3% |