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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,696 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID TRADITIONAL Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $2,941 |
HARBOUR INVESTMENTS INC2 years Filed as: HARBOUR INVESTMENT INC Service code 26 575 D ONOFRIO DRIVE SUITE 300 · MADISON, WI 53719 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,403 | $49,471-30.5% | $79,583-56.8% | $66,949-48.6% |
| Participation rate | 68.1% | 61.4%+6.7pp | 69.5%-1.4pp | 69.8%-1.8pp |
| Annual return | -20.18% | 84.30%-104.5pp | 0.16%-20.3pp | 1.57%-21.8pp |
| Employer contribution / active EE | $605 | $1,266-52.3% | $2,414-75.0% | $2,545-76.3% |
| Participant deferral / active EE | $1,707 | $3,160-46.0% | $3,986-57.2% | $4,239-59.7% |
| Admin fee / account holder | $343 | $595-42.4% | $6,835-95.0% | $594-42.3% |