Filed February 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $76,307 |
SUGARLOAF WEALTH MANAGEMENT, LLC5+ years Service code 28 2736 MEADOW CHURCH ROAD · DULUTH, GA 30097 | Investment Management | $75,880 |
PENSION FINANCIAL SERVICES, INC.5+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30097 | Contract Administrator | $53,982 |
CLE INVESTMENTS3 years Service code 28 17605 WRIGHT ST · OHAHA, NE 68130 | Investment Management | $20,338 |
Service code 13 | Contract Administrator | $6,779 |
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 | $63,150 | $66,601-5.2% | $92,909-32.0% | $67,579-6.6% |
| Participation rate | 72.9% | 72.5%+0.4pp | 76.0%-3.1pp | 71.3%+1.6pp |
| Annual return | 19.75% | 92.58%-72.8pp | 109.44%-89.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $2,608 | $2,775-6.0% | $3,653-28.6% | $2,148+21.4% |
| Participant deferral / active EE | $1,977 | $3,157-37.4% | $4,238-53.3% | $3,539-44.1% |
| Admin fee / account holder | $278 | $199+39.9% | $5,795-95.2% | $142+95.6% |