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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,586 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 22 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Insurance Broker | $27,911 |
Service code 22 17605 WRIGHT ST. · OMAHA, NE 68130 | Insurance Broker | $17,646 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS-PENTEGRA Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $12,732 |
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 | $12,727 | $46,173-72.4% | $170,435-92.5% | $69,631-81.7% |
| Participation rate | 88.8% | 63.9%+24.9pp | 83.6%+5.2pp | 70.7%+18.1pp |
| Annual return | 10.90% | 21.62%-10.7pp | 205.94%-195.0pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,248 | $1,610-22.5% | $5,432-77.0% | $2,032-38.6% |
| Participant deferral / active EE | $1,616 | $2,080-22.3% | $4,939-67.3% | $3,224-49.9% |
| Admin fee / account holder | $123 | $116+6.0% | $13,881-99.1% | $110+11.3% |