Filed February 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,834 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 26 | Advisory (Participants) | $46,721 |
REDWOOD PENSIONS, LLC2 years Service code 15 · EIN 27-2431450 PO BOX 3409 · WALNUT CREEK, CA 945983409 | Recordkeeping | $6,774 |
UBS FINANCIAL SERVICES INC4+ years Service code 26 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,960 | $75,388-62.9% | $123,549-77.4% | $55,725-49.8% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.1pp |
| Annual return | -7.35% | 4.48%-11.8pp | 119.20%-126.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $3,601 | $3,063+17.5% | $4,628-22.2% | $2,078+73.3% |
| Participant deferral / active EE | $6,464 | $5,651+14.4% | $6,426+0.6% | $3,356+92.6% |
| Admin fee / account holder | $255 | $120+113.2% | $9,284-97.2% | $115+121.7% |