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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS Service code 10 · EIN 27-2442764 | Accounting | $29,517 |
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $24,139 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $16,179 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 10 · EIN 26-2409128 | Accounting | $3,627 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,776 | $66,302-56.6% | $110,241-73.9% | $56,287-48.9% |
| Participation rate | 53.4% | 74.9%-21.5pp | 79.8%-26.4pp | 69.9%-16.4pp |
| Annual return | -7.25% | -1.18%-6.1pp | 314.75%-322.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,273 | $2,047-37.8% | $3,827-66.7% | $2,111-39.7% |
| Participant deferral / active EE | $1,558 | $3,381-53.9% | $4,672-66.6% | $3,350-53.5% |
| Admin fee / account holder | $493 | $698-29.4% | $8,548-94.2% | $521-5.4% |