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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS Service code 10 · EIN 27-2442764 | Accounting | $14,450 |
NATIONWIDE2 years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $13,016 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 | Plan Administrator | $11,619 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 | Plan Administrator | $2,509 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 10 · EIN 26-2409128 | Accounting | $1,255 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 10 · EIN 31-4156830 | Accounting | $193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,761 | $48,235-75.6% | $68,803-82.9% | $68,490-82.8% |
| Participation rate | 95.5% | 60.7%+34.8pp | 69.0%+26.4pp | 67.9%+27.6pp |
| Annual return | -18.02% | -12.70%-5.3pp | -6.37%-11.7pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,604 | $2,867+25.7% | $3,942-8.6% | $4,028-10.5% |
| Admin fee / account holder | $301 | $4,361-93.1% | $4,936-93.9% | $5,403-94.4% |