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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,473 |
SARASOTA PRIVATE TRUST4 years Service code 27 · EIN 83-2680596 240 S PINEAPPLE AVE 5TH FL · SARASOTA, FL 34236 | Advisory (Plan) | $18,136 |
INTEGRITY EMPLOYEE LEASING4 years Service code 14 · EIN 59-3611544 128 W. CHARLOTTE AVENUE · PUNTA GORDA, FL 339505502 | Plan Administrator | $15,862 |
Service code 15 · EIN 27-2998426 630 WOODBURY DRIVE · PORT CHARLOTTE, FL 33954 | Recordkeeping | $12,402 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-3(21) Service code 27 · EIN 26-2409128 5440 W 110TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $955 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,564 | $37,317+54.3% | $77,024-25.3% | $77,904-26.1% |
| Participation rate | 5.5% | 46.9%-41.4pp | 67.9%-62.4pp | 73.7%-68.2pp |
| Annual return | -17.24% | -5.88%-11.4pp | 42.32%-59.6pp | 12.21%-29.4pp |
| Employer contribution / active EE | $443 | $1,218-63.6% | $2,812-84.2% | $2,848-84.4% |
| Participant deferral / active EE | $882 | $2,564-65.6% | $4,426-80.1% | $4,806-81.6% |
| Admin fee / account holder | $811 | $126+545.0% | $5,425-85.1% | $133+511.7% |