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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 · EIN 37-1458725 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Pension Consulting | $16,583 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,765 | $46,360-35.8% | $147,617-79.8% | $52,331-43.1% |
| Participation rate | 49.3% | 64.9%-15.6pp | 84.6%-35.3pp | 68.1%-18.8pp |
| Annual return | -1.27% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,677 | $2,258-25.7% | $4,895-65.7% | $3,022-44.5% |
| Admin fee / account holder | $317 | $766-58.6% | $11,612-97.3% | $592-46.5% |