Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $27,207 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,337 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,244 | $52,626-52.0% | $98,442-74.4% | $93,030-72.9% |
| Participation rate | 93.0% | 65.3%+27.6pp | 73.3%+19.6pp | 73.9%+19.1pp |
| Annual return | 14.46% | 16.95%-2.5pp | 1492.73%-1478.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $837 | $1,894-55.8% | $2,960-71.7% | $2,706-69.1% |
| Participant deferral / active EE | $2,742 | $2,907-5.7% | $4,276-35.9% | $4,562-39.9% |
| Admin fee / account holder | $22 | $102-78.0% | $5,949-99.6% | $152-85.2% |