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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $17,860 |
Filed as: MML INVESTORS SERVICES, LLC Service code 52 | Indirect Investment Fees | $11,251 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 064731715 | Contract Administrator | $7,325 |
Filed as: MML INSURANCE AGENCY, LLC Service code 53 | Insurance Commissions | $186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,915 | $46,332-57.0% | $143,799-86.2% | $64,819-69.3% |
| Participation rate | 23.7% | 64.2%-40.5pp | 80.3%-56.6pp | 71.5%-47.8pp |
| Annual return | -22.18% | -10.05%-12.1pp | -0.04%-22.1pp | 32.84%-55.0pp |
| Employer contribution / active EE | $304 | $1,911-84.1% | $4,952-93.9% | $2,507-87.9% |
| Participant deferral / active EE | $1,007 | $2,647-62.0% | $5,638-82.1% | $4,311-76.6% |
| Admin fee / account holder | $146 | $154-4.8% | $14,677-99.0% | $188-22.0% |