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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 | $55,472+167.7% | $155,567-4.5% | $74,546+99.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.70% | 268.72%-254.0pp | 64.74%-50.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $8,618 | $2,269+279.8% | $4,674+84.4% | $2,624+228.4% |
| Participant deferral / active EE | $6,346 | $2,838+123.6% | $5,628+12.8% | $4,347+46.0% |
| Admin fee / account holder | $814 | $1,743-53.3% | $15,916-94.9% | $1,944-58.1% |