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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON FINANCIAL Service code 27 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Advisory (Plan) | $32,745 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,061 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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.)
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 | $124,906 | $80,731+54.7% | $103,374+20.8% | $74,546+67.6% |
| Participation rate | 59.7% | 65.7%-6.0pp | 74.5%-14.8pp | 67.2%-7.5pp |
| Annual return | 12.33% | 27.56%-15.2pp | 24.89%-12.6pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $1,485 | $3,158-53.0% | $3,869-61.6% | $2,624-43.4% |
| Participant deferral / active EE | $5,850 | $3,860+51.5% | $5,058+15.7% | $4,347+34.6% |
| Admin fee / account holder | $454 | $2,369-80.8% | $8,394-94.6% | $1,944-76.7% |