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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $4,780 |
QUINT CAPITAL CORPORATION2+ years Service code 26 230 PARK AVENUE, SUITE 460 · NEW YORK, NY 10169 | Advisory (Participants) | $1,777 |
GELMAN PENSION CONSULTING, INC.2+ years Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $1,135 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FINANCIAL FLEX ADV FOUNDATIONS Service code 26 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $859 | $52,293-98.4% | $178,503-99.5% | $73,412-98.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 10.21% | 34.75%-24.5pp | 151.12%-140.9pp | 59.30%-49.1pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $19 | $127-85.5% | $13,987-99.9% | $158-88.3% |