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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON CAPITOL ADVISORS, INC. Service code 27 3355 LENOX ROAD · ATLANTA, GA 30326 | Advisory (Plan) | $2,063 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 25 · EIN 52-1481931 | Directed Trustee | $1,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $127,386-100.0% | $115,037-100.0% | $125,388-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -97.44% | 31.28%-128.7pp | 26.14%-123.6pp | 282.24%-379.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |