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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 | $69,774+45.8% | $67,575+50.6% | $74,459+36.6% |
| Participation rate | 73.8% | 71.4%+2.4pp | 72.9%+0.9pp | 67.2%+6.6pp |
| Annual return | 10.95% | -40.53%+51.5pp | 3528.98%-3518.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $986 | $2,710-63.6% | $2,736-64.0% | $2,626-62.4% |
| Participant deferral / active EE | $4,300 | $3,636+18.2% | $4,003+7.4% | $4,350-1.1% |
| Admin fee / account holder | $247 | $890-72.3% | $3,993-93.8% | $1,945-87.3% |