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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $25,877 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FINANCIAL LLC Service code 27 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 600622765 | Advisory (Plan) | $20,316 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON ADMINSTRATION LLC Service code 13 · EIN 37-1458725 630 DUNDEE ROAD · NORTHBROOK, IL 600622765 | Contract Administrator | $7,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,362 | $46,732-5.1% | $156,551-71.7% | $55,167-19.6% |
| Participation rate | 48.5% | 65.8%-17.3pp | 84.0%-35.6pp | 69.0%-20.5pp |
| Annual return | 19.28% | 17.72%+1.6pp | 32.23%-12.9pp | 169.23%-149.9pp |
| Employer contribution / active EE | $239 | $2,105-88.6% | $5,501-95.7% | $1,963-87.8% |
| Participant deferral / active EE | $2,105 | $2,204-4.5% | $4,871-56.8% | $3,054-31.1% |
| Admin fee / account holder | $511 | $418+22.0% | $13,028-96.1% | $504+1.3% |