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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRON FIDUCIARY Service code 31 630 DUNDEE RD · NORTHBROOK, IL 60062 | Named fiduciary | $17,583 |
NATIONWIDE10+ years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $10,648 |
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $4,688 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 ATTN COMMISIONS DEPT. · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,998 | $106,110+20.6% | $147,005-12.9% | $77,671+64.8% |
| Participation rate | 75.4% | 78.4%-3.0pp | 82.2%-6.7pp | 70.6%+4.8pp |
| Annual return | 17.62% | 56.77%-39.1pp | 418.76%-401.1pp | 31.21%-13.6pp |
| Employer contribution / active EE | $1,004 | $4,065-75.3% | $4,934-79.7% | $2,726-63.2% |
| Participant deferral / active EE | $3,817 | $7,992-52.2% | $8,070-52.7% | $4,648-17.9% |
| Admin fee / account holder | $336 | $338-0.6% | $13,006-97.4% | $430-22.0% |