Filed May 3, 2019
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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $89,150 |
SENTINEL PENSION LLC2+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $40,078 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $21,680 |
Filed as: POSTLETHWAITE & NETTERVILLE APAC Service code 10 8550 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $13,250 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $1,178 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,244 | $57,921-65.0% | $84,753-76.1% | $57,658-64.9% |
| Participation rate | 76.2% | 72.9%+3.2pp | 76.6%-0.4pp | 70.2%+5.9pp |
| Annual return | 7.30% | 10.24%-2.9pp | 22.78%-15.5pp | 5.13%+2.2pp |
| Employer contribution / active EE | $208 | $2,598-92.0% | $3,574-94.2% | $1,974-89.4% |
| Participant deferral / active EE | $3,047 | $2,742+11.1% | $3,712-17.9% | $3,061-0.4% |
| Admin fee / account holder | $224 | $130+72.5% | $5,333-95.8% | $95+136.7% |