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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--TRADITIONAL Service code 26 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $0 |
M HOLDINGS SECURITIES INC7 years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Advisory (Participants) | $0 |
NATIONWIDE8 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
PPA/TPA2 years Service code 26 PAUL FUCHS · FORT MYERS, FL 33912 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,501 | $55,437+167.9% | $155,534-4.5% | $74,459+99.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.70% | 269.58%-254.9pp | 64.92%-50.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $8,618 | $2,266+280.3% | $4,675+84.3% | $2,626+228.2% |
| Participant deferral / active EE | $6,346 | $2,837+123.7% | $5,630+12.7% | $4,350+45.9% |
| Admin fee / account holder | $814 | $1,742-53.3% | $15,900-94.9% | $1,945-58.1% |