Filed April 18, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $24,188 |
Service code 22 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Insurance Broker | $15,065 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS-PENTEGRA Service code 10 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Accounting | $4,079 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 22 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Insurance Broker | $0 |
TBS AGENCY INC1+ years Filed as: TBS AGENCY Service code 22 1776 PLEASANT PLAIN · FAIRFIELD, IA 525568757 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,808 | $36,916-68.0% | $156,551-92.5% | $57,658-79.5% |
| Participation rate | 89.1% | 63.4%+25.7pp | 84.0%+5.1pp | 70.2%+18.9pp |
| Annual return | -0.69% | 12.38%-13.1pp | 32.23%-32.9pp | 5.13%-5.8pp |
| Employer contribution / active EE | $1,090 | $1,571-30.6% | $5,501-80.2% | $1,974-44.8% |
| Participant deferral / active EE | $1,454 | $1,926-24.5% | $4,871-70.2% | $3,061-52.5% |
| Admin fee / account holder | $263 | $82+218.7% | $13,028-98.0% | $95+178.1% |