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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $111,512 |
CLS INVESTMENTS2 years Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $57,415 |
SENTINEL PENSION LLC6+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $51,107 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,730 | $91,517-61.0% | $101,271-64.7% | $73,412-51.3% |
| Participation rate | 84.1% | 73.8%+10.4pp | 75.8%+8.3pp | 72.2%+12.0pp |
| Annual return | 9.58% | 17.17%-7.6pp | 46.48%-36.9pp | 59.30%-49.7pp |
| Employer contribution / active EE | $359 | $2,877-87.5% | $3,660-90.2% | $2,234-83.9% |
| Participant deferral / active EE | $4,352 | $3,338+30.3% | $4,371-0.4% | $3,806+14.3% |
| Admin fee / account holder | $250 | $216+15.9% | $5,948-95.8% | $158+58.5% |