Filed March 28, 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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Investment Management | $38,326 |
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,045 |
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 27 | Advisory (Plan) | $12,042 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $5,889 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 17 | Pension Consulting | $4,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,350 | $37,117+43.7% | $147,617-63.9% | $55,191-3.3% |
| Participation rate | 37.6% | 63.6%-26.0pp | 84.6%-47.1pp | 69.2%-31.6pp |
| Annual return | 8.85% | 3.44%+5.4pp | 61.98%-53.1pp | 10.78%-1.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,941 | $1,985+98.5% | $4,895-19.5% | $3,046+29.4% |
| Admin fee / account holder | $407 | $86+375.7% | $11,611-96.5% | $91+348.4% |