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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $79,702 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $61,158 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON CO FID COMPREHENSIVE Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $21,088 |
WEINBERG & WEINBERG, PC7+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $8,575 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,252 | $106,236-43.3% | $112,249-46.3% | $64,819-7.0% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.1%+16.6pp | 71.5%+20.2pp |
| Annual return | -11.80% | -6.02%-5.8pp | 27.48%-39.3pp | 32.84%-44.6pp |
| Employer contribution / active EE | $3,271 | $3,166+3.3% | $3,636-10.1% | $2,507+30.5% |
| Participant deferral / active EE | $1,229 | $3,785-67.5% | $4,729-74.0% | $4,311-71.5% |
| Admin fee / account holder | $36 | $452-92.1% | $6,412-99.4% | $188-81.1% |