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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $133,471 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $17,863 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,661 | $47,163+20.1% | $149,696-62.1% | $74,460-23.9% |
| Participation rate | 75.8% | 63.4%+12.3pp | 78.8%-3.0pp | 70.7%+5.0pp |
| Annual return | 9.11% | 22.75%-13.6pp | 134.46%-125.3pp | 34.38%-25.3pp |
| Employer contribution / active EE | $2,788 | $1,907+46.2% | $4,821-42.2% | $2,638+5.7% |
| Participant deferral / active EE | $4,708 | $2,730+72.5% | $5,682-17.1% | $4,530+3.9% |
| Admin fee / account holder | $444 | $343+29.4% | $13,212-96.6% | $348+27.6% |