Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Claims processing; Recordkeeping and ... | $30,471 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,435 |
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 | $15,406 | $43,999-65.0% | $79,467-80.6% | $55,725-72.4% |
| Participation rate | 94.6% | 66.9%+27.6pp | 73.3%+21.2pp | 70.9%+23.7pp |
| Annual return | -2.43% | 1.81%-4.2pp | 718.30%-720.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $684 | $1,830-62.6% | $2,800-75.6% | $2,078-67.1% |
| Participant deferral / active EE | $2,330 | $2,538-8.2% | $3,704-37.1% | $3,356-30.6% |
| Admin fee / account holder | $29 | $118-75.4% | $5,104-99.4% | $115-74.9% |