Filed April 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $103,029 |
BILLINGS AND COMPANY, INC.2+ years Service code 15 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Recordkeeping | $9,089 |
Filed as: PARK AVENUE SECURITIES, LLC Service code 26 7 HANOVER SQUARE · NEW YORK, NY 100040000 | Advisory (Participants) | $0 |
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 | $31,245 | $36,916-15.4% | $156,551-80.0% | $57,658-45.8% |
| Participation rate | 72.6% | 63.4%+9.1pp | 84.0%-11.4pp | 70.2%+2.4pp |
| Annual return | 7.48% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,069 | $1,571-32.0% | $5,501-80.6% | $1,974-45.9% |
| Participant deferral / active EE | $1,597 | $1,926-17.1% | $4,871-67.2% | $3,061-47.8% |
| Admin fee / account holder | $297 | $82+260.5% | $13,028-97.7% | $95+214.6% |