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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC TRUST INVESTMENT ADVISORS Service code 16 · EIN 47-1495882 1305 FOWLER ST · RICHLAND, WA 99352 | Consulting | $5,270 |
NATIONWIDE7 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,989 |
NWRPC LLC1 year Service code 49 · EIN 88-2334307 2055 N. STEPTOE ST · KENNEWICK, WA 99336 | Other Services | $3,765 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 16 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Consulting | $843 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 16 · EIN 31-4156830 10 W. NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Consulting | $160 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,529 | $62,715-60.9% | $104,301-76.5% | $66,938-63.4% |
| Participation rate | 38.7% | 59.6%-20.8pp | 73.3%-34.5pp | 69.8%-31.1pp |
| Annual return | -21.49% | -14.70%-6.8pp | 24.61%-46.1pp | 1.58%-23.1pp |
| Employer contribution / active EE | $802 | $1,976-59.4% | $3,373-76.2% | $2,545-68.5% |
| Participant deferral / active EE | $865 | $2,852-69.7% | $4,626-81.3% | $4,238-79.6% |
| Admin fee / account holder | $187 | $657-71.6% | $7,340-97.5% | $594-68.6% |