Filed February 8, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,412 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON CO FID COMPREHENSIVE Service code 49 · EIN 26-2409128 | Other Services | $5,985 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $1,496 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 15 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,414 | $40,174-14.3% | $84,023-59.0% | $67,582-49.1% |
| Participation rate | 81.3% | 62.7%+18.6pp | 69.0%+12.3pp | 71.3%+10.0pp |
| Annual return | 3.36% | 25.82%-22.5pp | 71.32%-68.0pp | 378.57%-375.2pp |
| Employer contribution / active EE | $958 | $808+18.6% | $1,984-51.7% | $2,148-55.4% |
| Participant deferral / active EE | $2,601 | $2,301+13.0% | $3,239-19.7% | $3,539-26.5% |
| Admin fee / account holder | $137 | $128+7.0% | $6,102-97.8% | $142-3.5% |