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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $41,310 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 22 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Insurance Broker | $16,119 |
PENTEGRA SERVICES, INC.4+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $8,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,278 | $79,523-59.4% | $140,019-76.9% | $56,287-42.7% |
| Participation rate | 91.2% | 85.7%+5.5pp | 87.5%+3.7pp | 69.9%+21.3pp |
| Annual return | -2.60% | 2.39%-5.0pp | 651.15%-653.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,383 | $3,350-28.9% | $5,605-57.5% | $2,111+12.9% |
| Participant deferral / active EE | $4,409 | $5,129-14.0% | $6,927-36.3% | $3,350+31.6% |
| Admin fee / account holder | $339 | $614-44.9% | $10,705-96.8% | $521-35.0% |