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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLANZ · COLUMBUS, OH 43215 | Recordkeeping | $32,761 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $9,049 |
EQUITY SERVICES INC6+ years Filed as: EQUITY SERVICES Service code 49 ONE NATIONAL LIKFE DRIVE · MONTPELIER, VT 05604 | Other Services | $0 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 55 4211 S. 102ND STREET · OMAHA, NE 68127 | Other Commissions | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,253 | $65,041+114.1% | $90,965+53.1% | $79,858+74.4% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 3.71% | 30.45%-26.7pp | 134.57%-130.9pp | 31.72%-28.0pp |
| Employer contribution / active EE | $442 | $1,247-64.6% | $2,122-79.2% | $2,471-82.1% |
| Participant deferral / active EE | $2,488 | $2,512-1.0% | $3,373-26.2% | $3,740-33.5% |
| Admin fee / account holder | $1,045 | $4,536-77.0% | $5,960-82.5% | $5,306-80.3% |