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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $182,155 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PKWY STE 550 · DULUTH, GA 30096 | Contract Administrator | $57,392 |
Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 28 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Management | $26,528 |
CARR, RIGGS & INGRAM, LLC5 years Filed as: CARR, RIGGS AND INGRAM Service code 10 4004 SUMMIT BLVD NE SUITE 800 · ATLANTA, GA 30319 | Accounting | $6,500 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 99 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Other Fees | $5,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,352 | $95,438+33.4% | $135,982-6.3% | $74,473+71.0% |
| Participation rate | 91.9% | 78.2%+13.7pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 21.60% | 32.61%-11.0pp | 68.32%-46.7pp | 34.36%-12.8pp |
| Employer contribution / active EE | $2,743 | $3,878-29.3% | $4,859-43.5% | $2,638+4.0% |
| Participant deferral / active EE | $10,361 | $7,790+33.0% | $7,760+33.5% | $4,530+128.7% |
| Admin fee / account holder | $660 | $259+154.9% | $10,767-93.9% | $347+90.2% |