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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $306,987 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 15 THE EDWARDS BLOCK, SUITE 400 · WESTBROOK, ME 040922867 | Recordkeeping | $81,794 |
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 | $22,998 | $37,213-38.2% | $156,551-85.3% | $63,975-64.1% |
| Participation rate | 80.9% | 65.0%+15.9pp | 84.0%-3.1pp | 71.1%+9.8pp |
| Annual return | 8.73% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $1,128 | $1,357-16.9% | $5,501-79.5% | $2,182-48.3% |
| Participant deferral / active EE | $2,755 | $2,070+33.1% | $4,871-43.4% | $3,356-17.9% |
| Admin fee / account holder | $81 | $56+44.0% | $13,028-99.4% | $70+15.1% |