Filed April 22, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $168,855 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $37,382 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $22,215 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR, RIGGS AND INGRAM Service code 10 4004 SUMMIT BLVD NE SUITE 800 · ATLANTA, GA 30318 | Accounting | $10,250 |
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 | $135,803 | $100,801+34.7% | $149,745-9.3% | $73,412+85.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 19.52% | 265.34%-245.8pp | 276.72%-257.2pp | 59.30%-39.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,404 | $6,404+31.2% | $6,843+22.8% | $3,806+120.8% |
| Admin fee / account holder | $639 | $181+253.3% | $9,312-93.1% | $158+304.6% |