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 | $25,711 |
GELMAN PENSION CONSULTING, INC.1+ years Filed as: GELMAN PENSION CONSULTING Service code 15 | Recordkeeping | $9,029 |
L M KOHN & COMPANY1+ years Service code 33 9810 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Investment management fees paid indir... | $8,939 |
GELMAN PENSION CONSULTING, INC.1+ years Service code 15 70 WEST 40TH STREET - 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $6,769 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $7,267 | $46,360-84.3% | $147,617-95.1% | $52,331-86.1% |
| Participation rate | 97.2% | 64.9%+32.3pp | 84.6%+12.6pp | 68.1%+29.1pp |
| Annual return | -0.28% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $22 | $766-97.1% | $11,612-99.8% | $592-96.3% |