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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $58,240 |
IRON-CO-FID-COMPREHENSIVE6 years Service code 27 · EIN 26-2409128 5440 WEST 110TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $11,071 |
THE RYDING COMPANY6 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 913612797 | Pension Consulting | $8,683 |
NATIONWIDE6 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $2,768 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK,LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,984 | $82,978-12.0% | $130,231-44.0% | $74,460-2.0% |
| Participation rate | 64.5% | 73.7%-9.1pp | 76.3%-11.7pp | 70.7%-6.2pp |
| Annual return | 17.66% | 123.05%-105.4pp | 38.86%-21.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,257 | $3,391-4.0% | $4,126-21.1% | $2,638+23.4% |
| Participant deferral / active EE | $5,170 | $5,370-3.7% | $6,799-24.0% | $4,530+14.1% |
| Admin fee / account holder | $379 | $354+7.1% | $6,020-93.7% | $348+9.0% |