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 |
Service code 28 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $28,431 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BELTZER, PLCC 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 | $105,248+56.7% | $147,318+11.9% | $71,012+132.2% |
| Participation rate | 95.2% | 66.1%+29.1pp | 82.1%+13.2pp | 58.6%+36.7pp |
| Annual return | 18.74% | 26.02%-7.3pp | 70.43%-51.7pp | 37.67%-18.9pp |
| Employer contribution / active EE | $3,582 | $3,785-5.4% | $4,593-22.0% | $2,348+52.6% |
| Participant deferral / active EE | $10,889 | $6,452+68.8% | $7,906+37.7% | $3,246+235.4% |
| Admin fee / account holder | $534 | $862-38.1% | $13,708-96.1% | $1,167-54.3% |