Filed March 11, 1
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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPAY, FSB Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Custodial (other ... | $64,835 |
Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 26 ONE GRANITE PLACE · CONCORD, NH 03301 | Advisory (Participants) | $0 |
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 | $90,665 | $43,423+108.8% | $78,676+15.2% | $55,167+64.3% |
| Participation rate | 81.0% | 68.0%+12.9pp | 73.6%+7.4pp | 69.0%+12.0pp |
| Annual return | 6.65% | 11.53%-4.9pp | 62.19%-55.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $4,517 | $1,997+126.2% | $2,850+58.5% | $1,963+130.2% |
| Participant deferral / active EE | $5,080 | $2,509+102.5% | $3,517+44.5% | $3,054+66.3% |
| Admin fee / account holder | $544 | $416+30.8% | $4,510-87.9% | $504+8.0% |