Filed February 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $77,284 |
PFS INVESTMENTS1+ years Filed as: PFS Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $37,189 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINACIAL SERVICES, INC. Service code 13 | Contract Administrator | $18,198 |
SUGARLOAF WEALTH MANAGEMENT, LLC1+ years Service code 28 2736 MEADOW CHURCH ROAD · DULUTH, GA 30097 | Investment Management | $15,557 |
Service code 28 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $14,467 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $6,209 |
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS, INC. Service code 26 4400 BISCAYNE BLVD STE 1111 · MIAMI, FL 33137 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,929 | $50,498-5.1% | $75,784-36.8% | $55,191-13.2% |
| Participation rate | 67.7% | 69.4%-1.7pp | 75.8%-8.1pp | 69.2%-1.4pp |
| Annual return | -0.98% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,550 | $2,291-32.3% | $3,323-53.4% | $1,899-18.4% |
| Participant deferral / active EE | $1,214 | $2,589-53.1% | $3,652-66.8% | $3,046-60.2% |
| Admin fee / account holder | $223 | $123+81.5% | $5,300-95.8% | $91+146.0% |