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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $116,631 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $12,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,509 | $56,511-1.8% | $185,837-70.1% | $86,813-36.1% |
| Participation rate | 73.3% | 65.5%+7.8pp | 81.7%-8.4pp | 72.3%+1.0pp |
| Annual return | 16.12% | 118.12%-102.0pp | 122.08%-106.0pp | 97.93%-81.8pp |
| Employer contribution / active EE | $3,035 | $1,844+64.6% | $5,168-41.3% | $2,406+26.1% |
| Participant deferral / active EE | $4,547 | $2,554+78.0% | $5,568-18.3% | $4,131+10.1% |
| Admin fee / account holder | $430 | $150+187.1% | $16,241-97.4% | $170+153.3% |