Filed September 12, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON ADMINISTRATION LLC Service code 15 · EIN 37-1458725 630 N DUDEE RD · NORTHBROOK, IL 60062 | Recordkeeping | $0 |
MILLER COOPER & CO LTD1+ years Filed as: MILLER COOPER AND CO., LTD Service code 51 1751 LAKE COOK RD · DEERFIELD, IL 60015 | Investment Mgmt Fees | $0 |
NATIONWIDE1+ years Service code 51 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $0 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,576 | $63,924-20.9% | $108,582-53.4% | $55,167-8.3% |
| Participation rate | 44.8% | 74.3%-29.5pp | 79.6%-34.7pp | 69.0%-24.2pp |
| Annual return | 2.42% | 15.31%-12.9pp | -51.70%+54.1pp | 169.23%-166.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,267 | $3,067+39.1% | $4,311-1.0% | $3,054+39.7% |
| Admin fee / account holder | $265 | $618-57.1% | $7,645-96.5% | $504-47.4% |