Filed April 22, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $96,366 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PKWY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $39,197 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR RIGGS AND INGRAM Service code 10 5909 PEACHTREE DUNWOODY RD STE 800 · ATLANTA, GA 30328 | Accounting | $16,057 |
CLS INVESTMENTS3 years Service code 28 17605 WRIGHT ST · OMAHA, NE 68130 | Investment Management | $10,117 |
Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $8,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,669 | $75,388+30.9% | $123,553-20.1% | $55,725+77.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.33% | 4.48%-8.8pp | 119.21%-123.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $4,615 | $3,063+50.7% | $4,628-0.3% | $2,078+122.1% |
| Participant deferral / active EE | $8,366 | $5,651+48.1% | $6,426+30.2% | $3,356+149.3% |
| Admin fee / account holder | $449 | $120+274.7% | $9,284-95.2% | $115+289.6% |