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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $828 |
QUINT CAPITAL CORPORATION1+ years Service code 26 230 PARK AVENUE, SUITE 460 · NEW YORK, NY 10169 | Advisory (Participants) | $190 |
GELMAN PENSION CONSULTING, INC.1+ years Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $25 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON FINANCIAL FLEX ADV FOUNDATIONS Service code 26 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $10 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $790 | $62,928-98.7% | $172,753-99.5% | $67,582-98.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 0.00% | 30.36%-30.4pp | 803.00%-803.0pp | 378.57%-378.6pp |
| Employer contribution / active EE | $782 | $1,636-52.2% | $5,144-84.8% | $2,148-63.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $167-98.5% | $13,956-100.0% | $142-98.2% |