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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,490 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID-TRADITIONAL Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $6,839 |
PPA/TPA1 year Filed as: PPA/TPA MARLY STONE Service code 26 705 EAST 4TH STREET · CHATTANOOGA, TN 37403 | Advisory (Participants) | $1,600 |
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 | $53,692 | $61,391-12.5% | $149,723-64.1% | $71,529-24.9% |
| Participation rate | 57.9% | 62.5%-4.6pp | 78.8%-20.9pp | 67.9%-10.0pp |
| Annual return | 18.03% | 35.88%-17.8pp | 134.50%-116.5pp | 28.97%-10.9pp |
| Employer contribution / active EE | $1,280 | $2,384-46.3% | $4,821-73.4% | $2,590-50.6% |
| Participant deferral / active EE | $2,178 | $2,921-25.4% | $5,682-61.7% | $4,291-49.2% |
| Admin fee / account holder | $160 | $1,264-87.3% | $13,215-98.8% | $1,588-89.9% |