Filed July 22, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $195,556 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SVCS, INC. Service code 13 3700 CRESTWOOD PKWY · DULUTH, GA 30096 | Contract Administrator | $65,061 |
IRON-CO-FID-COMPREHENSIVE1+ years Service code 28 630 DUNDEE RD · NORTHBROOK, IL 60062 | Investment Management | $20,417 |
NATIONWIDE1+ years Service code 49 | Other Services | $4,075 |
INVEST FINANCIAL CORPORATION1+ years Service code 26 5555 GRANDE MARKET DR · APPLETON, WI 54913 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,286 | $33,745+161.6% | $64,105+37.7% | $55,191+60.0% |
| Participation rate | 98.8% | 59.4%+39.5pp | 68.2%+30.7pp | 69.2%+29.7pp |
| Annual return | 0.26% | 4.95%-4.7pp | 791.24%-791.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $4,344 | $641+577.8% | $1,820+138.7% | $1,899+128.8% |
| Participant deferral / active EE | $5,409 | $1,929+180.4% | $2,822+91.7% | $3,046+77.6% |
| Admin fee / account holder | $566 | $94+500.1% | $4,499-87.4% | $91+523.7% |