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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $53,325 |
PENSION FINANCIAL SERVICES, INC.5+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $28,144 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-INDEX COMPREHENSIVE Service code 52 630 DUNDEE RD · NORTHBROOK, IL 60062 | Indirect Investment Fees | $7,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,488 | $31,679+31.0% | $74,722-44.5% | $65,185-36.4% |
| Participation rate | 93.6% | 40.4%+53.3pp | 54.5%+39.1pp | 70.2%+23.4pp |
| Annual return | 18.15% | 39.04%-20.9pp | 753.11%-735.0pp | 29.38%-11.2pp |
| Employer contribution / active EE | $814 | $566+43.8% | $1,084-24.9% | $2,177-62.6% |
| Participant deferral / active EE | $2,333 | $1,191+95.9% | $1,963+18.8% | $3,514-33.6% |
| Admin fee / account holder | $362 | $379-4.4% | $3,335-89.1% | $847-57.3% |