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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,788 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Pension Consulting | $11,851 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 71 4211 S. 102ND STREET · OMAHA, NE 68127 | Brokerage Fees | $2,685 |
EQUITY SERVICES INC4+ years Filed as: EQUITY SERVICES Service code 49 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Other Services | $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.
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 | $90,287 | $42,548+112.2% | $74,552+21.1% | $56,287+60.4% |
| Participation rate | 52.6% | 60.5%-7.9pp | 69.1%-16.6pp | 69.9%-17.3pp |
| Annual return | -7.50% | 12.40%-19.9pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $387 | $855-54.8% | $1,961-80.3% | $2,111-81.7% |
| Participant deferral / active EE | $3,066 | $2,277+34.6% | $3,108-1.3% | $3,350-8.5% |
| Admin fee / account holder | $1,082 | $467+131.7% | $5,060-78.6% | $521+107.7% |