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.
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 26 · EIN 16-1486454 1100 N MARTKET ST · WILMINGTON, DE 19890 | Advisory (Participants) | $19,056 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $8,217 |
Filed as: RIMKUS, MARCIANO & ASSOC. Service code 12 · EIN 22-2725182 3136 WINTON RD SOUTH · ROCHESTER, NY 14623 | Recordkeeping and information managem... | $6,750 |
NATIONWIDE6 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $3,601 |
PPA/TPA1 year Service code 26 P/O BOX 367 · STAATSBURG, NY 12580 | Advisory (Participants) | $425 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,805 | $91,762-38.1% | $67,502-15.8% | $77,643-26.8% |
| Participation rate | 72.5% | 75.9%-3.4pp | 72.9%-0.4pp | 70.6%+1.9pp |
| Annual return | 11.90% | 14.87%-3.0pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $5,589 | $3,181+75.7% | $2,731+104.7% | $2,726+105.0% |
| Participant deferral / active EE | $1,692 | $3,903-56.6% | $4,000-57.7% | $4,647-63.6% |
| Admin fee / account holder | $100 | $176-43.4% | $3,998-97.5% | $430-76.9% |