Filed March 18, 2006
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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,854 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $9,471 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,707 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 88 BOYD AVE · E PROVIDENCE, RI 02914 | Other Fees | $3,138 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,263 | $55,415-27.3% | $155,509-74.1% | $74,495-46.0% |
| Participation rate | 84.5% | 61.9%+22.6pp | 78.2%+6.3pp | 67.2%+17.3pp |
| Annual return | 9.90% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,537 | $2,267-32.2% | $4,672-67.1% | $2,623-41.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $103 | $1,738-94.1% | $15,912-99.4% | $1,942-94.7% |