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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS Service code 27 · EIN 27-2442764 | Advisory (Plan) | $26,462 |
NATIONWIDE2 years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,843 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $18,405 |
IRONWOOD CAPITAL MANAGEMENT2 years Filed as: IRONWOOD-CO-FID-INDEX-COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $2,817 |
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.
Employer 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.
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 | $24,444 | $55,790-56.2% | $76,657-68.1% | $67,579-63.8% |
| Participation rate | 20.4% | 71.1%-50.7pp | 72.1%-51.7pp | 71.3%-50.9pp |
| Annual return | 3.09% | 64.45%-61.4pp | 1166.74%-1163.7pp | 378.56%-375.5pp |
| Employer contribution / active EE | $173 | $1,810-90.4% | $2,303-92.5% | $2,148-91.9% |
| Participant deferral / active EE | $399 | $2,875-86.1% | $3,335-88.0% | $3,539-88.7% |
| Admin fee / account holder | $417 | $159+161.9% | $6,423-93.5% | $142+193.0% |