Filed October 9, 2003
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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,999 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Contract Administrator | $5,989 |
Service code 17 4340 REDQOOD HWY B-60 · SAN RAFAEL, CA 94903 | Pension Consulting | $5,280 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,208 | $95,406-97.7% | $185,849-98.8% | $85,847-97.4% |
| Participation rate | 89.8% | 68.8%+21.0pp | 81.7%+8.1pp | 69.3%+20.5pp |
| Annual return | 1.67% | 23.59%-21.9pp | 122.10%-120.4pp | 318.61%-316.9pp |
| Employer contribution / active EE | $125 | $3,314-96.2% | $5,169-97.6% | $2,565-95.1% |
| Participant deferral / active EE | $605 | $3,424-82.3% | $5,569-89.1% | $3,952-84.7% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |