Filed February 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CLS INVESTMENTS1 year Service code 26 17605 WRIGHT STREET · OMAHA, OH 43215 | Advisory (Participants) | $164,744 |
SUGARLOAF WEALTH MANAGEMENT, LLC2+ years Service code 28 2736 MEADOW CHURCH RD · DULUTH, GA 30097 | Investment Management | $65,068 |
PENSION FINANCIAL SERVICES, INC.2+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $36,441 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,145 |
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 | $47,057 | $57,921-18.8% | $84,753-44.5% | $57,658-18.4% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 70.2%+0.9pp |
| Annual return | 6.50% | 10.24%-3.7pp | 22.78%-16.3pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,155 | $2,598-17.1% | $3,574-39.7% | $1,974+9.2% |
| Participant deferral / active EE | $1,438 | $2,742-47.5% | $3,712-61.2% | $3,061-53.0% |
| Admin fee / account holder | $197 | $130+52.1% | $5,333-96.3% | $95+108.6% |