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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,682 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 22 4707 EXECUTIVE · SAN DIEGO, CA 92121 | Insurance Broker | $13,031 |
PENTEGRA SERVICES, INC.6 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Plan Administrator | $6,768 |
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 | $30,685 | $73,848-58.4% | $143,799-78.7% | $68,486-55.2% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -16.81% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,154 | $3,184-32.4% | $4,952-56.5% | $2,597-17.0% |
| Participant deferral / active EE | $3,250 | $3,385-4.0% | $5,638-42.4% | $4,028-19.3% |
| Admin fee / account holder | $283 | $5,755-95.1% | $14,677-98.1% | $5,404-94.8% |