Filed October 25, 2002
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 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $20,255 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 064731715 | Contract Administrator | $5,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,560 | $36,916-71.4% | $156,551-93.3% | $57,658-81.7% |
| Participation rate | 51.1% | 63.4%-12.4pp | 84.0%-32.9pp | 70.2%-19.2pp |
| Annual return | 7.11% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $324 | $1,571-79.4% | $5,501-94.1% | $1,974-83.6% |
| Participant deferral / active EE | $899 | $1,926-53.3% | $4,871-81.5% | $3,061-70.6% |
| Admin fee / account holder | $101 | $82+21.9% | $13,028-99.2% | $95+6.3% |