Filed November 16, 2005
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,881 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 28 ATTN COMMISSIONS DEPT. · SAN DIEGO, CA 921503091 | Investment Management | $19,933 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP Service code 26 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Advisory (Participants) | $4,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,183 | $47,078-29.5% | $100,671-67.0% | $55,191-39.9% |
| Participation rate | 69.0% | 58.0%+10.9pp | 70.7%-1.7pp | 69.2%-0.2pp |
| Annual return | -0.50% | 0.65%-1.1pp | 20.43%-20.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,237 | $1,065+16.1% | $4,012-69.2% | $1,899-34.8% |
| Participant deferral / active EE | $1,730 | $2,038-15.1% | $3,144-45.0% | $3,046-43.2% |
| Admin fee / account holder | $154 | $153+0.4% | $4,850-96.8% | $91+69.6% |