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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC1 year Filed as: ROUSH INVESTMENTS Service code 10 · EIN 27-2442764 | Accounting | $21,176 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $14,338 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $10,180 |
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,332 |
Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 10 · EIN 26-2409128 | Accounting | $2,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,158 | $71,192-32.4% | $117,861-59.1% | $62,293-22.7% |
| Participation rate | 38.4% | 74.2%-35.9pp | 79.7%-41.3pp | 69.5%-31.2pp |
| Annual return | 16.74% | 18.66%-1.9pp | 335.11%-318.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $970 | $1,934-49.9% | $3,786-74.4% | $2,042-52.5% |
| Participant deferral / active EE | $1,210 | $3,189-62.1% | $4,482-73.0% | $3,169-61.8% |
| Admin fee / account holder | $555 | $587-5.5% | $8,021-93.1% | $479+15.8% |