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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: WADDELL & REED, INC. Service code 13 · EIN 43-1235675 6300 LAMAR AVE · SHAWNEE MISSION, KS 66202 | Contract Administrator | $17,436 |
NATIONWIDE6+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $11,089 |
RPS PLAN ADMINISTRATORS5 years Service code 13 · EIN 84-1096179 | Contract Administrator | $7,218 |
Filed as: IRON-CO-FID-3(21) Service code 13 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Contract Administrator | $612 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,040 | $69,383-6.3% | $101,275-35.8% | $73,497-11.5% |
| Participation rate | 34.0% | 68.4%-34.4pp | 75.8%-41.8pp | 70.7%-36.7pp |
| Annual return | 27.55% | 18.46%+9.1pp | 46.48%-18.9pp | 28.51%-1.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $891 | $3,301-73.0% | $4,371-79.6% | $3,740-76.2% |
| Admin fee / account holder | $368 | $704-47.8% | $5,948-93.8% | $513-28.3% |