Filed April 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $105,349 |
BILLINGS AND COMPANY, INC.1+ years Service code 15 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Recordkeeping | $8,399 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,335 | $37,117-18.3% | $147,617-79.5% | $55,191-45.0% |
| Participation rate | 72.8% | 63.6%+9.2pp | 84.6%-11.8pp | 69.2%+3.7pp |
| Annual return | -1.88% | 3.44%-5.3pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $999 | $1,620-38.4% | $5,564-82.1% | $1,899-47.4% |
| Participant deferral / active EE | $1,416 | $1,985-28.7% | $4,895-71.1% | $3,046-53.5% |
| Admin fee / account holder | $312 | $86+265.2% | $11,612-97.3% | $91+244.2% |