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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY, AN OFFERING BY CREA Service code 26 · EIN 43-1270780 | Advisory (Participants) | $26,725 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Consulting (pension); Contract Admini... | $14,277 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,861 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,821 | $55,437+18.7% | $155,534-57.7% | $74,459-11.6% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.0pp | 67.2%-21.0pp |
| Annual return | 10.82% | 269.58%-258.8pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $367 | $2,266-83.8% | $4,675-92.1% | $2,626-86.0% |
| Participant deferral / active EE | $2,889 | $2,837+1.8% | $5,630-48.7% | $4,350-33.6% |
| Admin fee / account holder | $404 | $1,742-76.8% | $15,900-97.5% | $1,945-79.2% |