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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 28 | Investment Management | $108,678 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $87,565 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 15 · EIN 25-1802421 | Recordkeeping | $43,159 |
NATIONWIDE4+ years Filed as: NATIONWIDE FINANCIAL Service code 27 | Advisory (Plan) | $29,595 |
Filed as: MEEDER ADVISOR SERVICES, INC. Service code 26 · EIN 31-1332744 | Advisory (Participants) | $11,581 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,162 | $45,382-4.9% | $154,111-72.0% | $75,289-42.7% |
| Participation rate | 57.0% | 65.9%-8.9pp | 83.0%-26.0pp | 72.4%-15.4pp |
| Annual return | -5.03% | -0.47%-4.6pp | 735.18%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $415 | $1,533-72.9% | $5,298-92.2% | $2,405-82.8% |
| Participant deferral / active EE | $2,394 | $2,384+0.4% | $5,081-52.9% | $3,739-36.0% |
| Admin fee / account holder | $188 | $89+110.9% | $13,411-98.6% | $102+84.2% |