Filed July 9, 2006
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,716 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $4,558 |
SECURITIES AMERICA INC2+ years Filed as: M&T SECURITIES Service code 26 285 DELAWARE AVE SUITE 2000 · BUFFALO, NY 14202 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,089 | $63,924-48.2% | $108,582-69.5% | $55,167-40.0% |
| Participation rate | 61.2% | 74.3%-13.1pp | 79.6%-18.4pp | 69.0%-7.8pp |
| Annual return | 13.14% | 15.31%-2.2pp | -51.70%+64.8pp | 169.23%-156.1pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,894 | $3,067-38.2% | $4,311-56.1% | $3,054-38.0% |
| Admin fee / account holder | $51 | $618-91.8% | $7,645-99.3% | $504-89.9% |