Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $26,343 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,785 | $41,256-59.3% | $86,582-80.6% | $77,958-78.5% |
| Participation rate | 89.7% | 63.0%+26.7pp | 73.5%+16.2pp | 71.6%+18.1pp |
| Annual return | 18.85% | 17.67%+1.2pp | 965.08%-946.2pp | 20.87%-2.0pp |
| Employer contribution / active EE | $687 | $1,613-57.4% | $2,839-75.8% | $2,310-70.3% |
| Participant deferral / active EE | $2,055 | $2,332-11.9% | $3,609-43.1% | $3,537-41.9% |
| Admin fee / account holder | $26 | $71-62.7% | $4,904-99.5% | $97-72.9% |