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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $36,289 |
DELAWARE VALLEY RETIREMENT, INC.8+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $6,046 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--TRADITIONAL Service code 26 · EIN 26-2409128 | Advisory (Participants) | $5,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,367 | $54,717+21.3% | $86,209-23.0% | $71,495-7.2% |
| Participation rate | 47.0% | 60.1%-13.1pp | 69.0%-21.9pp | 67.9%-20.9pp |
| Annual return | 15.33% | 20.07%-4.7pp | 1169.05%-1153.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $564 | $1,267-55.5% | $2,381-76.3% | $2,589-78.2% |
| Participant deferral / active EE | $3,702 | $3,110+19.0% | $3,986-7.1% | $4,291-13.7% |
| Admin fee / account holder | $464 | $1,922-75.8% | $6,853-93.2% | $1,588-70.8% |