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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $40,543 |
NATIONWIDE3 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $31,332 |
Employer contribution per participant 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 | $13,320 | $51,222-74.0% | $70,544-81.1% | $75,173-82.3% |
| Participation rate | 95.5% | 61.0%+34.5pp | 68.4%+27.1pp | 67.2%+28.3pp |
| Annual return | 15.08% | 30.06%-15.0pp | 32.79%-17.7pp | 160.72%-145.6pp |
| Employer contribution / active EE | $45 | $1,827-97.6% | $2,976-98.5% | $2,671-98.3% |
| Participant deferral / active EE | $3,469 | $2,850+21.7% | $4,568-24.1% | $4,126-15.9% |
| Admin fee / account holder | $242 | $4,096-94.1% | $6,427-96.2% | $5,651-95.7% |