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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC3 years Service code 10 · EIN 27-2442762 | Accounting | $38,409 |
NATIONWIDE3 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $19,483 |
TAG RESOURCES, LLC3 years Service code 14 · EIN 62-1874769 | Plan Administrator | $19,113 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 · EIN 26-2409128 | Advisory (Participants) | $4,382 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,606 | $58,093-38.7% | $80,022-55.5% | $56,289-36.7% |
| Participation rate | 72.4% | 73.6%-1.3pp | 75.8%-3.5pp | 69.9%+2.5pp |
| Annual return | -4.96% | 34.63%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,233 | $1,933-36.2% | $2,468-50.1% | $2,111-41.6% |
| Participant deferral / active EE | $1,563 | $3,136-50.2% | $3,686-57.6% | $3,350-53.3% |
| Admin fee / account holder | $528 | $623-15.1% | $6,521-91.9% | $521+1.4% |