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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,592 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISSIONS DEPT. · SAN DIEGO, CA 921503091 | Advisory (Plan) | $16,628 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,965 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,058 | $41,281-15.1% | $109,313-67.9% | $57,658-39.2% |
| Participation rate | 63.2% | 59.3%+3.9pp | 71.3%-8.1pp | 70.2%-7.0pp |
| Annual return | 5.07% | 8.97%-3.9pp | 22.07%-17.0pp | 5.13%-0.1pp |
| Employer contribution / active EE | $1,232 | $1,201+2.5% | $3,892-68.4% | $1,974-37.6% |
| Participant deferral / active EE | $1,657 | $2,223-25.5% | $3,166-47.7% | $3,061-45.8% |
| Admin fee / account holder | $146 | $75+94.1% | $5,666-97.4% | $95+54.5% |