Filed February 5, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,005 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE, INC Service code 13 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 040922867 | Contract Administrator | $13,258 |
Filed as: RAYMOND JAMES FIN SVC ADVISORS Service code 27 · EIN 59-2937883 TO BE POSED BY IMPAC-TOWERS 3 FL · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $12,158 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,041 | $66,124-39.4% | $90,461-55.7% | $73,497-45.5% |
| Participation rate | 54.5% | 69.7%-15.1pp | 72.7%-18.1pp | 70.7%-16.1pp |
| Annual return | 19.07% | 17.65%+1.4pp | 1294.76%-1275.7pp | 28.51%-9.4pp |
| Employer contribution / active EE | $105 | $2,346-95.5% | $3,264-96.8% | $2,270-95.4% |
| Participant deferral / active EE | $1,748 | $3,039-42.5% | $3,964-55.9% | $3,740-53.3% |
| Admin fee / account holder | $300 | $396-24.2% | $5,617-94.7% | $513-41.5% |