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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,903 |
SARASOTA PRIVATE TRUST2 years Service code 27 · EIN 83-2680596 240 S PINEAPPLE AVE 5TH FL · SARASOTA, FL 34236 | Advisory (Plan) | $13,507 |
INTEGRITY EMPLOYEE LEASING2 years Service code 14 · EIN 59-3611544 128 W. CHARLOTTE AVENUE · PUNTA GORDA, FL 339505502 | Plan Administrator | $11,472 |
Service code 15 · EIN 27-2998426 630 WOODBURY DRIVE · PORT CHARLOTTE, FL 33954 | Recordkeeping | $7,845 |
Filed as: IRON-CO-FID-3(21) Service code 27 · EIN 26-2409128 630 DUNDEE ROAD, STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,262 | $39,948-16.7% | $89,435-62.8% | $73,412-54.7% |
| Participation rate | 35.5% | 50.4%-14.9pp | 68.0%-32.5pp | 72.2%-36.7pp |
| Annual return | 12.86% | 50.12%-37.3pp | 245.55%-232.7pp | 59.30%-46.4pp |
| Employer contribution / active EE | $855 | $1,200-28.7% | $2,587-66.9% | $2,234-61.7% |
| Participant deferral / active EE | $1,739 | $2,193-20.7% | $3,890-55.3% | $3,806-54.3% |
| Admin fee / account holder | $153 | $134+14.3% | $4,884-96.9% | $158-2.8% |