Filed January 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $74,961 |
MGKS5+ years Service code 15 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Recordkeeping | $8,868 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-TRADITIONAL Service code 99 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Other Fees | $5,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,818 | $52,967-2.2% | $172,753-70.0% | $65,186-20.5% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 16.57% | 30.12%-13.6pp | 803.00%-786.4pp | 29.39%-12.8pp |
| Employer contribution / active EE | $3,582 | $2,190+63.5% | $5,144-30.4% | $2,177+64.5% |
| Participant deferral / active EE | $3,843 | $2,471+55.5% | $5,198-26.1% | $3,514+9.4% |
| Admin fee / account holder | $646 | $472+36.9% | $13,956-95.4% | $847-23.7% |