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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE FINANCIAL Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $256,698 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $128,114 |
INWEST RETIREMENT SOLUTIONS2 years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $40,480 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $11,412 |
FIDUCIARY WISE, LLC2 years Filed as: FIDUCIARY WISE Service code 28 2487 S GILBERT · GILBERT, AZ 85295 | Investment Management | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,021 | $72,303-59.9% | $86,698-66.5% | $64,819-55.2% |
| Participation rate | 81.9% | 80.4%+1.4pp | 76.6%+5.3pp | 71.5%+10.4pp |
| Annual return | -14.17% | 392.77%-406.9pp | 35.95%-50.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $705 | $2,393-70.5% | $2,837-75.1% | $2,507-71.9% |
| Participant deferral / active EE | $3,500 | $4,660-24.9% | $4,656-24.8% | $4,311-18.8% |
| Admin fee / account holder | $350 | $174+101.0% | $7,493-95.3% | $188+86.2% |