Filed July 22, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $186,691 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PKWY · DULUTH, GA 30096 | Contract Administrator | $70,176 |
IRON-CO-FID-COMPREHENSIVE2+ years Service code 28 630 DUNDEE RD · NORTHBROOK, IL 60062 | Investment Management | $22,366 |
NATIONWIDE2+ years Service code 49 | Other Services | $3,689 |
INVEST FINANCIAL CORPORATION2+ 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 | $94,740 | $37,044+155.7% | $71,796+32.0% | $57,658+64.3% |
| Participation rate | 98.5% | 61.1%+37.3pp | 69.1%+29.3pp | 70.2%+28.2pp |
| Annual return | 5.94% | 12.64%-6.7pp | 78.04%-72.1pp | 5.13%+0.8pp |
| Employer contribution / active EE | $4,635 | $720+543.6% | $1,924+140.8% | $1,974+134.8% |
| Participant deferral / active EE | $5,826 | $1,974+195.1% | $2,794+108.5% | $3,061+90.3% |
| Admin fee / account holder | $534 | $101+429.4% | $4,815-88.9% | $95+465.3% |