Filed April 13, 2007
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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $125,720 |
NILES LANKFORD GROUP, INC.3+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $35,398 |
Filed as: BLUE AND CO LLC Service code 10 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,830 | $46,173+131.4% | $170,435-37.3% | $69,631+53.4% |
| Participation rate | 86.0% | 63.9%+22.1pp | 83.6%+2.4pp | 70.7%+15.4pp |
| Annual return | 18.45% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $869 | $1,610-46.0% | $5,432-84.0% | $2,032-57.3% |
| Participant deferral / active EE | $12,846 | $2,080+517.5% | $4,939+160.1% | $3,224+298.5% |
| Admin fee / account holder | $499 | $116+330.6% | $13,881-96.4% | $110+352.1% |