Filed April 22, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $105,788 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PKWY STE 550 · DULUTH, GA 30096 | Contract Administrator | $46,574 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 28 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Management | $33,356 |
Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 28 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $28,431 |
CARON & BELTZER, PLCC1 year Service code 10 1 LIBRARY LN · KONGSTON, NH 038484405 | Accounting | $19,750 |
SILVER OAK SECURITIES. INC2 years Filed as: SILVER OAK SECURITIES INC Service code 28 403 N PKWY STE 101 · JACKSON, TN 38305 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,915 | $112,596+46.5% | $152,301+8.3% | $64,728+154.8% |
| Participation rate | 95.2% | 63.6%+31.6pp | 82.4%+12.8pp | 57.9%+37.3pp |
| Annual return | 18.74% | 23.76%-5.0pp | 80.50%-61.8pp | 49.38%-30.6pp |
| Employer contribution / active EE | $3,582 | $3,716-3.6% | $4,624-22.5% | $2,243+59.7% |
| Participant deferral / active EE | $10,889 | $6,075+79.3% | $8,004+36.0% | $2,729+298.9% |
| Admin fee / account holder | $534 | $996-46.4% | $14,398-96.3% | $1,145-53.4% |