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 |
|---|---|---|
NATIONWIDE2+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $41,134 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $12,545 |
Filed as: METLIFE SECURITIES, INC. Service code 64 | Recordkeeping Fees | $6,151 |
Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $5,189 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 55 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Other Commissions | $3,306 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMP Service code 64 10 W. NATIONWIDE BLVD 5-05-111V · NORTHBROOK, IL 60062 | Recordkeeping Fees | $703 |
MET WEST FUNDS2+ years Filed as: MET LIFE SECURITIES Service code 64 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Filed as: MSI FINANCIAL SERVICES, INC Service code 55 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,577 | $74,089-73.6% | $133,975-85.4% | $55,167-64.5% |
| Participation rate | 85.0% | 84.3%+0.7pp | 87.1%-2.1pp | 69.0%+16.0pp |
| Annual return | 6.29% | 12.11%-5.8pp | 29.29%-23.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,490 | $3,064-18.7% | $5,211-52.2% | $1,963+26.9% |
| Participant deferral / active EE | $3,753 | $4,678-19.8% | $6,282-40.3% | $3,054+22.9% |
| Admin fee / account holder | $208 | $458-54.7% | $9,324-97.8% | $504-58.8% |