Filed July 26, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,239 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET - STE 100 · OMAHA, NE 68130 | Contract Administrator | $14,166 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $8,410 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,955 | $82,674+30.6% | $125,363-13.9% | $68,495+57.6% |
| Participation rate | 81.1% | 75.0%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -12.41% | -5.97%-6.4pp | 572.15%-584.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,618 | $3,382+7.0% | $4,815-24.9% | $2,596+39.3% |
| Participant deferral / active EE | $9,283 | $6,111+51.9% | $7,447+24.7% | $4,028+130.5% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |