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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Service code 10 · EIN 27-2442762 | Accounting | $37,343 |
NATIONWIDE2 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $16,876 |
TAG RESOURCES, LLC2 years Service code 14 · EIN 62-1874769 | Plan Administrator | $15,397 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 · EIN 26-2409128 | Advisory (Participants) | $4,260 |
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 | $42,097 | $63,314-33.5% | $91,004-53.7% | $62,293-32.4% |
| Participation rate | 80.3% | 73.3%+7.0pp | 75.6%+4.7pp | 69.5%+10.8pp |
| Annual return | 14.35% | 21.00%-6.6pp | 4.60%+9.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,387 | $1,807-23.3% | $2,456-43.5% | $2,042-32.1% |
| Participant deferral / active EE | $1,891 | $2,944-35.7% | $3,548-46.7% | $3,169-40.3% |
| Admin fee / account holder | $558 | $468+19.3% | $5,417-89.7% | $479+16.4% |