Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $190,988 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping fees; Other fees; Claim... | $25,689 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,588 | $43,236-52.4% | $82,763-75.1% | $77,906-73.6% |
| Participation rate | 91.1% | 64.2%+26.9pp | 72.6%+18.5pp | 73.7%+17.4pp |
| Annual return | -15.96% | 2.40%-18.4pp | 702.45%-718.4pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,211 | $1,924-37.1% | $3,008-59.8% | $2,846-57.5% |
| Participant deferral / active EE | $2,921 | $3,069-4.8% | $4,395-33.5% | $4,805-39.2% |
| Admin fee / account holder | $20 | $102-80.6% | $5,325-99.6% | $133-85.0% |