Filed June 5, 2007 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Recordkeeping fees... | $80,538 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 26 · EIN 16-1486454 1100 N MARKET STREET · WILLMINGTON, DE 19890 | Advisory (Participants) | $72,608 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 12 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Consulting (pension); Recordkeeping a... | $7,550 |
DEBRA CAVEY3 years Filed as: DEBRA DONLON Service code 27 ONE M AND T PLAZA · BUFFALO, NY 14203 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
TIAA2 years Filed as: TIAA CREF Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,974 | $94,833-54.7% | $75,717-43.2% | $86,813-50.5% |
| Participation rate | 77.5% | 79.1%-1.6pp | 74.8%+2.6pp | 72.3%+5.2pp |
| Annual return | 12.32% | 16.91%-4.6pp | 104.58%-92.3pp | 97.93%-85.6pp |
| Employer contribution / active EE | $5,367 | $2,904+84.8% | $2,743+95.7% | $2,406+123.1% |
| Participant deferral / active EE | $1,413 | $3,632-61.1% | $3,821-63.0% | $4,131-65.8% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |