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 |
|---|---|---|
NATIONWIDE3+ years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $42,069 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $11,630 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 22 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Insurance Broker | $6,656 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $6,391 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 55 · EIN 26-2409128 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Other Commissions | $3,054 |
MSI FINANCIAL SERVICES INC.2 years 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,288 | $89,739-75.2% | $149,721-85.1% | $62,293-64.2% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.4pp | 69.5%+22.0pp |
| Annual return | 14.12% | 21.01%-6.9pp | 1501.67%-1487.6pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,368 | $3,233-26.8% | $5,444-56.5% | $2,042+15.9% |
| Participant deferral / active EE | $4,342 | $4,797-9.5% | $6,568-33.9% | $3,169+37.0% |
| Admin fee / account holder | $232 | $551-58.0% | $11,282-97.9% | $479-51.6% |