Filed January 15, 2009 (most recent of 3 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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 28 | Investment Management | $96,741 |
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL Service code 27 | Advisory (Plan) | $74,973 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,034 |
Filed as: MEEDER ADVISOR SERVICES, INC. Service code 26 · EIN 31-1332744 | Advisory (Participants) | $33,200 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 | Contract Administrator | $31,926 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $1,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,280 | $37,213+13.6% | $156,551-73.0% | $63,975-33.9% |
| Participation rate | 64.5% | 65.0%-0.4pp | 84.0%-19.5pp | 71.1%-6.6pp |
| Annual return | 6.92% | 47.89%-41.0pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $441 | $1,357-67.5% | $5,501-92.0% | $2,182-79.8% |
| Participant deferral / active EE | $2,491 | $2,070+20.3% | $4,871-48.9% | $3,356-25.8% |
| Admin fee / account holder | $178 | $56+216.3% | $13,028-98.6% | $70+152.9% |