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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $23,473 |
SARASOTA PRIVATE TRUST3 years Service code 27 · EIN 83-2680596 240 S PINEAPPLE AVE 5TH FL · SARASOTA, FL 34236 | Advisory (Plan) | $19,906 |
INTEGRITY EMPLOYEE LEASING3 years Service code 14 · EIN 59-3611544 128 W. CHARLOTTE AVENUE · PUNTA GORDA, FL 339505502 | Plan Administrator | $17,288 |
Service code 15 · EIN 27-2998426 630 WOODBURY DRIVE · PORT CHARLOTTE, FL 33954 | Recordkeeping | $8,589 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-3(21) Service code 27 · EIN 26-2409128 5440 W 110TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $1,048 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,492 | $45,719-53.0% | $96,171-77.7% | $93,010-76.9% |
| Participation rate | 14.5% | 45.8%-31.4pp | 68.4%-54.0pp | 73.9%-59.4pp |
| Annual return | 30.18% | 3211.95%-3181.8pp | 192.04%-161.9pp | 158.70%-128.5pp |
| Employer contribution / active EE | $333 | $1,139-70.7% | $2,799-88.1% | $2,705-87.7% |
| Participant deferral / active EE | $589 | $2,344-74.9% | $4,350-86.5% | $4,561-87.1% |
| Admin fee / account holder | $139 | $128+8.7% | $5,538-97.5% | $152-8.2% |