Filed January 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $78,512 |
MGKS4+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $10,192 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 99 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Other Fees | $5,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,058 | $47,977+0.2% | $154,108-68.8% | $56,289-14.6% |
| Participation rate | 89.3% | 66.2%+23.1pp | 83.0%+6.2pp | 69.9%+19.4pp |
| Annual return | -5.68% | 3.54%-9.2pp | 735.21%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,367 | $2,169+55.2% | $5,298-36.4% | $2,111+59.5% |
| Participant deferral / active EE | $3,890 | $2,392+62.6% | $5,081-23.4% | $3,350+16.1% |
| Admin fee / account holder | $744 | $438+69.8% | $13,411-94.5% | $521+42.8% |