Filed January 26, 1
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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,925 |
L M KOHN & COMPANY1+ years Service code 33 9810 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Securities brokerage; Investment mana... | $21,764 |
GELMAN PENSION CONSULTING, INC.1+ years Service code 15 70 WEST 40TH STREET - 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $14,304 |
GELMAN PENSION CONSULTING, INC.1+ years Filed as: GELMAN PENSION CONSULTING Service code 15 | Recordkeeping | $6,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,777 | $37,117-54.8% | $147,617-88.6% | $55,191-69.6% |
| Participation rate | 24.2% | 63.6%-39.4pp | 84.6%-60.4pp | 69.2%-44.9pp |
| Annual return | 0.86% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $826 | $1,985-58.4% | $4,895-83.1% | $3,046-72.9% |
| Admin fee / account holder | $47 | $86-44.6% | $11,612-99.6% | $91-47.7% |