Filed February 11, 2011
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 |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE · SAN DIEGO, CA 92121 | Insurance Broker | $15,469 |
PENTEGRA SERVICES, INC.8 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $6,274 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 27 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $3,122 |
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,488 | $55,470-16.2% | $155,556-70.1% | $74,478-37.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.07% | 269.80%-254.7pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $582 | $2,267-74.3% | $4,675-87.6% | $2,626-77.8% |
| Participant deferral / active EE | $1,983 | $2,838-30.1% | $5,631-64.8% | $4,350-54.4% |
| Admin fee / account holder | $72 | $1,744-95.9% | $15,885-99.5% | $1,946-96.3% |