Filed March 30, 2007 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $275,863 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 15 THE EDWARDS BLOCK, SUITE 400 · WESTBROOK, ME 040922867 | Recordkeeping | $91,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,114 | $37,039-43.0% | $147,618-85.7% | $59,188-64.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | -0.88% | 7.19%-8.1pp | 61.98%-62.9pp | 5.51%-6.4pp |
| Employer contribution / active EE | $1,164 | $1,353-13.9% | $5,564-79.1% | $2,098-44.5% |
| Participant deferral / active EE | $2,682 | $2,094+28.1% | $4,895-45.2% | $3,265-17.9% |
| Admin fee / account holder | $81 | $60+35.2% | $11,612-99.3% | $92-11.7% |