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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Securities brokerage commissions and ... | $24,842 |
NATIONWIDE5 years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities brokerage commissions and ... | $23,346 |
SUPER CHIEF PENSION SERVICE5 years Service code 14 · EIN 81-2115704 7820 ENCHANTED HILL BLVD · RIO RANCHO, NM 87144 | Plan Administrator | $21,172 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 15 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Recordkeeping | $17,250 |
IRON-CO-FID-COMPREHENSIVE5 years Service code 15 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $3,976 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,553 | $63,471-64.5% | $68,808-67.2% | $66,938-66.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -9.43% | -8.29%-1.1pp | -6.37%-3.1pp | 1.58%-11.0pp |
| Employer contribution / active EE | $1,283 | $1,776-27.7% | $2,656-51.7% | $2,545-49.6% |
| Participant deferral / active EE | $2,127 | $2,946-27.8% | $3,942-46.0% | $4,238-49.8% |
| Admin fee / account holder | $348 | $578-39.8% | $4,936-93.0% | $594-41.4% |