Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $31,062 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,092 |
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 | $23,148 | $47,634-51.4% | $90,461-74.4% | $90,274-74.4% |
| Participation rate | 91.6% | 67.5%+24.1pp | 72.7%+18.9pp | 73.4%+18.2pp |
| Annual return | 17.05% | 19.61%-2.6pp | 1294.76%-1277.7pp | 53.97%-36.9pp |
| Employer contribution / active EE | $621 | $1,749-64.5% | $3,264-81.0% | $2,523-75.4% |
| Participant deferral / active EE | $2,572 | $2,824-8.9% | $3,964-35.1% | $4,231-39.2% |
| Admin fee / account holder | $27 | $106-74.4% | $5,617-99.5% | $114-76.2% |