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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,744 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-TRADITIONAL Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,268 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 15 PO BOX 24628 · KNOXVILLE, TN 37933 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,005 | $65,125-29.4% | $143,797-68.0% | $66,949-31.3% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -15.83% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,134 | $2,362-52.0% | $4,952-77.1% | $2,545-55.5% |
| Participant deferral / active EE | $1,996 | $2,920-31.7% | $5,638-64.6% | $4,239-52.9% |
| Admin fee / account holder | $176 | $503-65.0% | $14,679-98.8% | $594-70.4% |