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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC1 year Filed as: ROUSH INVESTMENTS Service code 10 · EIN 27-2442764 | Accounting | $20,820 |
NATIONWIDE1 year Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $16,582 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 | Plan Administrator | $10,322 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 | Plan Administrator | $2,969 |
Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 10 · EIN 26-2409128 | Accounting | $1,485 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 10 · EIN 31-4156830 | Accounting | $297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,183 | $62,592-63.0% | $85,709-73.0% | $85,847-73.0% |
| Participation rate | 88.4% | 61.1%+27.2pp | 69.9%+18.5pp | 69.3%+19.1pp |
| Annual return | 13.04% | 23.77%-10.7pp | 21.49%-8.5pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,657 | $2,802-5.2% | $3,924-32.3% | $3,952-32.8% |
| Admin fee / account holder | $380 | $4,643-91.8% | $6,876-94.5% | $6,261-93.9% |