Filed April 2, 2014 (most recent of 4 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 |
|---|---|---|
TRUSTMONT ADVISORY GROUP1 year Filed as: TRUSTMONT FINANCIAL GROUP, INC. Service code 22 200 BRUSH RUN ROAD STE A · GREENSBURG, PA 15601 | Insurance Broker | $223,946 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $132,491 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $126,270 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $83,179 |
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 | Other Services | $60,332 |
FIDUCIARY WISE, LLC3 years Service code 14 2487 S GILBERT · GILBERT, AZ 85295 | Plan Administrator | $34,384 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $30,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,240 | $53,136-13.0% | $155,509-70.3% | $199,593-76.8% |
| Participation rate | 52.6% | 64.1%-11.5pp | 78.2%-25.6pp | 72.0%-19.4pp |
| Annual return | 14.13% | 41.15%-27.0pp | 64.67%-50.5pp | 34.25%-20.1pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,423 | $3,161-23.4% | $5,626-56.9% | $5,087-52.4% |
| Admin fee / account holder | $122 | $185-34.4% | $15,912-99.2% | $269-54.8% |