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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,240 | $53,204-13.1% | $155,556-70.3% | $200,096-76.9% |
| Participation rate | 52.6% | 64.1%-11.5pp | 78.2%-25.6pp | 72.0%-19.4pp |
| Annual return | 14.13% | 41.02%-26.9pp | 64.84%-50.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,423 | $3,163-23.4% | $5,631-57.0% | $5,090-52.4% |
| Admin fee / account holder | $122 | $186-34.5% | $15,885-99.2% | $269-54.8% |