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| Provider | Service type | Compensation |
|---|---|---|
HARTLAND & CO1+ years Filed as: HARTLAND & CO. Service code 27 · EIN 34-1597728 | Advisory (Plan) | $29,387 |
MEADEN & MOORE, LTD.1+ years Service code 10 · EIN 34-1818258 | Accounting | $22,800 |
CLIFFS NATURAL RESOURCES INC.1+ years Filed as: CLIFFS NATURAL RESOURCES Service code 10 200 PUBLIC SQUARE SUITE 300 · CLEVELAND, OH 44114 | Accounting | $18,371 |
FINANCIAL ENGINES1+ years Service code 27 1050 ENTERPRISE WAY, 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Plan) | $12,129 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $1,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $833,429 | $65,263+1177.0% | $90,223+823.7% | $55,191+1410.1% |
| Participation rate | 16.7% | 79.0%-62.3pp | 79.0%-62.3pp | 69.2%-52.5pp |
| Annual return | -6.65% | 2.81%-9.5pp | 1.31%-8.0pp | 10.78%-17.4pp |
| Employer contribution / active EE | $2,526 | $4,153-39.2% | $4,378-42.3% | $1,899+33.0% |
| Participant deferral / active EE | $7,390 | $5,564+32.8% | $5,792+27.6% | $3,046+142.6% |
| Admin fee / account holder | $813 | $116+600.0% | $7,406-89.0% | $91+795.4% |