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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $100,179 |
DOEREN MAYHEW ADVISORS1 year Service code 15 · EIN 99-4179178 | Recordkeeping | $49,021 |
IRON-CO-FID-COMPREHENSIVE8 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $20,387 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER A DOEREN MAYNEW FIRM Service code 15 56 GRANDVILLE AVE SW SUITE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $6,168 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,655 | $50,860-6.3% | $155,574-69.4% | $77,714-38.7% |
| Participation rate | 92.7% | 63.1%+29.5pp | 78.2%+14.5pp | 70.6%+22.1pp |
| Annual return | 13.75% | 34.86%-21.1pp | 64.87%-51.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $1,881 | $1,991-5.5% | $4,676-59.8% | $2,727-31.0% |
| Participant deferral / active EE | $3,530 | $2,825+25.0% | $5,629-37.3% | $4,649-24.1% |
| Admin fee / account holder | $94 | $436-78.5% | $15,914-99.4% | $433-78.4% |