Filed April 4, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $216,084 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping and information managem... | $29,976 |
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 | $22,437 | $52,660-57.4% | $86,612-74.1% | $80,160-72.0% |
| Participation rate | 93.6% | 62.4%+31.2pp | 71.7%+21.9pp | 72.9%+20.7pp |
| Annual return | 18.14% | 24.87%-6.7pp | 591.07%-572.9pp | 40.38%-22.2pp |
| Employer contribution / active EE | $1,533 | $2,140-28.3% | $3,022-49.3% | $2,978-48.5% |
| Participant deferral / active EE | $2,954 | $3,215-8.1% | $4,438-33.4% | $5,017-41.1% |
| Admin fee / account holder | $20 | $113-82.1% | $5,614-99.6% | $145-86.1% |