Filed September 30, 2005
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 |
|---|---|---|
PA RETIREMENT SOLUTIONS, INC.10+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $1,400 |
NATIONWIDE10+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,883 | $55,470-44.3% | $155,556-80.1% | $74,478-58.5% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 11.66% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $694 | $2,267-69.4% | $4,675-85.2% | $2,626-73.6% |
| Participant deferral / active EE | $1,614 | $2,838-43.1% | $5,631-71.3% | $4,350-62.9% |
| Admin fee / account holder | $124 | $1,744-92.9% | $15,885-99.2% | $1,946-93.6% |