Filed February 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,776 |
Filed as: IRON CO FID COMPREHENSIVE Service code 15 630 DUNDEE RD. STE. 200 · NORTHBROOK, IL 60062 | Recordkeeping | $2,017 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $610 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $505 |
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 | $32,477 | $51,466-36.9% | $78,778-58.8% | $62,293-47.9% |
| Participation rate | 93.3% | 59.8%+33.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 15.40% | 19.96%-4.6pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $813 | $827-1.7% | $1,986-59.0% | $2,042-60.2% |
| Participant deferral / active EE | $2,525 | $2,147+17.6% | $2,958-14.7% | $3,169-20.3% |
| Admin fee / account holder | $15 | $489-96.9% | $5,134-99.7% | $479-96.9% |