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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4177100 | Recordkeeping | $30,770 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL Service code 28 · EIN 99-9552241 | Investment Management | $3,681 |
MOORE GRIDER & COMPANY6 years Filed as: MOORE GRIDER & COMPANY LLP Service code 10 · EIN 94-2191284 | Accounting | $2,700 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 28 · EIN 41-0973005 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,773-100.0% | $88,946-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | -95.83% | 70.18%-166.0pp | 57.82%-153.7pp | 217.08%-312.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |