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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON FINANCIAL Service code 27 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Advisory (Plan) | $27,617 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $21,044 |
CHARLES SCHWAB & CO., INC.4 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 | $87,780 | $64,138+36.9% | $112,258-21.8% | $66,930+31.2% |
| Participation rate | 64.2% | 68.5%-4.2pp | 75.1%-10.8pp | 69.8%-5.6pp |
| Annual return | -16.44% | -13.81%-2.6pp | 27.47%-43.9pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,425 | $3,006-52.6% | $3,636-60.8% | $2,545-44.0% |
| Participant deferral / active EE | $5,277 | $3,694+42.9% | $4,728+11.6% | $4,238+24.5% |
| Admin fee / account holder | $399 | $625-36.2% | $6,411-93.8% | $593-32.8% |