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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $142,977 |
BEENE GARTER LLP4+ years Filed as: BEENE GARTER Service code 15 · EIN 38-1337372 | Recordkeeping | $31,210 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $14,829 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $2,966 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,770 | $37,196+1.5% | $154,108-75.5% | $55,725-32.2% |
| Participation rate | 72.5% | 64.1%+8.4pp | 83.0%-10.5pp | 70.9%+1.6pp |
| Annual return | -4.38% | 1319.68%-1324.1pp | 735.21%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,442 | $1,614-10.7% | $5,298-72.8% | $2,078-30.6% |
| Participant deferral / active EE | $2,487 | $2,068+20.2% | $5,081-51.1% | $3,356-25.9% |
| Admin fee / account holder | $252 | $102+148.3% | $13,411-98.1% | $115+119.0% |