Filed March 13, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,461 |
MET WEST FUNDS1+ years Filed as: MET LIFE SECURITIES Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $5,067 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS-PENTEGRA Service code 64 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping Fees | $2,060 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 64 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Recordkeeping Fees | $843 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,350 | $70,667-79.7% | $123,105-88.3% | $52,331-72.6% |
| Participation rate | 91.8% | 83.7%+8.1pp | 86.8%+5.0pp | 68.1%+23.7pp |
| Annual return | 1.16% | 6.23%-5.1pp | 13.22%-12.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,981 | $2,946-32.8% | $5,151-61.5% | $1,882+5.3% |
| Participant deferral / active EE | $3,208 | $4,493-28.6% | $6,229-48.5% | $3,022+6.2% |
| Admin fee / account holder | $59 | $506-88.3% | $9,014-99.3% | $592-90.0% |