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 |
|---|---|---|
NATIONWIDE3 years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $27,793 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE · SAN DIEGO, CA 92121 | Other Commissions | $10,981 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 10 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Accounting | $6,655 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 55 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60602 | Other Commissions | $2,160 |
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 | $26,475 | $75,962-65.1% | $154,111-82.8% | $64,173-58.7% |
| Participation rate | 75.3% | 70.4%+4.8pp | 83.0%-7.8pp | 69.6%+5.7pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.18%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,270 | $3,350-62.1% | $5,298-76.0% | $2,381-46.7% |
| Participant deferral / active EE | $2,010 | $3,175-36.7% | $5,081-60.4% | $3,470-42.1% |
| Admin fee / account holder | $3 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |