Filed May 1, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,662 |
BILLINGS AND COMPANY, INC.2+ years Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 511041609 | Contract Administrator | $15,083 |
Filed as: FIDUCIARY DOCTORS OF THE MIDWEST Service code 31 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Direct payment from the plan; Named f... | $2,520 |
FIXUCIARY DOCTORS LLC1 year Service code 31 500 E BENRICH DR · GILBERT, AZ 85295 | Direct payment from the plan; Named f... | $1,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,047 | $39,819-34.6% | $67,834-61.6% | $57,658-54.8% |
| Participation rate | 24.5% | 61.2%-36.8pp | 68.8%-44.3pp | 70.2%-45.7pp |
| Annual return | 5.28% | 9.19%-3.9pp | 138.47%-133.2pp | 5.13%+0.2pp |
| Employer contribution / active EE | $57 | $1,277-95.5% | $2,403-97.6% | $1,974-97.1% |
| Participant deferral / active EE | $841 | $2,209-61.9% | $3,160-73.4% | $3,061-72.5% |
| Admin fee / account holder | $419 | $84+401.3% | $4,622-90.9% | $95+343.4% |