Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,204 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $49,663 |
Filed as: CORNERSTONE FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $5,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,214 | $55,694-52.9% | $81,882-68.0% | $200,096-86.9% |
| Participation rate | 98.1% | 62.7%+35.4pp | 72.4%+25.7pp | 72.0%+26.1pp |
| Annual return | 14.42% | 19.59%-5.2pp | 779.47%-765.1pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,900 | $2,114-10.1% | $2,916-34.8% | $3,038-37.4% |
| Participant deferral / active EE | $3,323 | $3,299+0.7% | $4,323-23.1% | $5,090-34.7% |
| Admin fee / account holder | $26 | $348-92.5% | $7,360-99.6% | $269-90.3% |