Filed February 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $92,347 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON CO FID COMPREHENSIVE Service code 49 · EIN 26-2409128 | Other Services | $8,606 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $2,151 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 15 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,291 | $50,956-20.9% | $96,562-58.3% | $86,799-53.6% |
| Participation rate | 68.6% | 65.2%+3.3pp | 69.8%-1.3pp | 72.3%-3.7pp |
| Annual return | 21.65% | 21.27%+0.4pp | 37.78%-16.1pp | 97.91%-76.3pp |
| Employer contribution / active EE | $807 | $1,111-27.3% | $2,356-65.7% | $2,405-66.4% |
| Participant deferral / active EE | $2,136 | $2,954-27.7% | $3,849-44.5% | $4,131-48.3% |
| Admin fee / account holder | $150 | $166-9.6% | $6,181-97.6% | $170-11.5% |