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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Investment Management | $26,757 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,411 |
NATIONWIDE3+ years Filed as: NATIONWIDE FINANCIAL Service code 27 | Advisory (Plan) | $8,060 |
AMERICAN FUNDS1 year Filed as: CAPITAL RETIRMENT PLAN SERVICES Service code 15 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Recordkeeping | $7,945 |
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 | $67,518 | $46,173+46.2% | $170,439-60.4% | $69,631-3.0% |
| Participation rate | 41.0% | 63.9%-22.9pp | 83.6%-42.6pp | 70.7%-29.7pp |
| Annual return | 18.25% | 21.62%-3.4pp | 205.94%-187.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,502 | $2,080+116.4% | $4,939-8.8% | $3,224+39.7% |
| Admin fee / account holder | $254 | $116+118.8% | $13,881-98.2% | $110+129.7% |