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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities brokerage; Investment mana... | $38,443 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 15 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Recordkeeping | $37,222 |
SUPER CHIEF PENSION SERVICE6 years Service code 14 · EIN 81-2115704 7820 ENCHANTED HILL BLVD · RIO RANCHO, NM 87144 | Plan Administrator | $25,030 |
Service code 33 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Securities brokerage; Securities brok... | $6,942 |
IRON-CO-FID-COMPREHENSIVE6 years Service code 15 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $4,783 |
Filed as: UNITED PLANNERS Service code 33 PO BOX 5750 · SCOTTSDALE, AZ 85261 | Securities brokerage commissions and ... | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,974 | $51,083-45.2% | $70,548-60.3% | $71,495-60.9% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 12.44% | 42.64%-30.2pp | 32.78%-20.3pp | 28.85%-16.4pp |
| Employer contribution / active EE | $1,858 | $1,791+3.7% | $2,975-37.6% | $2,589-28.3% |
| Participant deferral / active EE | $3,153 | $3,028+4.1% | $4,567-31.0% | $4,291-26.5% |
| Admin fee / account holder | $347 | $1,995-82.6% | $6,424-94.6% | $1,588-78.1% |