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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC4 years Service code 10 · EIN 27-2442762 | Accounting | $43,122 |
NATIONWIDE4 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $23,357 |
TAG RESOURCES, LLC4 years Service code 14 · EIN 62-1874769 | Plan Administrator | $20,221 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 · EIN 26-2409128 | Advisory (Participants) | $4,919 |
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 | $46,098 | $66,319-30.5% | $93,621-50.8% | $65,186-29.3% |
| Participation rate | 73.4% | 74.0%-0.6pp | 75.8%-2.5pp | 70.2%+3.2pp |
| Annual return | 18.04% | 42.59%-24.5pp | 32.76%-14.7pp | 29.39%-11.3pp |
| Employer contribution / active EE | $1,430 | $2,013-28.9% | $2,719-47.4% | $2,177-34.3% |
| Participant deferral / active EE | $1,810 | $3,343-45.8% | $4,070-55.5% | $3,514-48.5% |
| Admin fee / account holder | $619 | $6,900-91.0% | $7,890-92.2% | $847-26.9% |