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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $25,767 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $11,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,808 | $101,653+39.5% | $147,080-3.6% | $74,459+90.5% |
| Participation rate | 92.9% | 75.6%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 14.86% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $2,060 | $3,813-46.0% | $4,933-58.2% | $2,626-21.6% |
| Participant deferral / active EE | $6,083 | $7,304-16.7% | $8,066-24.6% | $4,350+39.8% |
| Admin fee / account holder | $219 | $1,752-87.5% | $12,989-98.3% | $1,945-88.7% |