Filed June 4, 1997
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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,469 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 DEPT LA 24540 · PASDENA, CA 911854540 | Recordkeeping | $8,983 |
TD AMERITRADE, INC.9+ years Filed as: TD AMERITRADE Service code 15 4211 S. 102ND STREET · OMAHA, NE 68127 | Recordkeeping | $8 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,152 | $83,045+4.9% | $130,045-33.0% | $71,511+21.9% |
| Participation rate | 95.3% | 74.1%+21.1pp | 78.5%+16.8pp | 67.9%+27.3pp |
| Annual return | 15.58% | 20.61%-5.0pp | -137.30%+152.9pp | 28.86%-13.3pp |
| Employer contribution / active EE | $2,029 | $2,623-22.7% | $4,321-53.1% | $2,589-21.6% |
| Participant deferral / active EE | $5,915 | $4,436+33.3% | $5,820+1.6% | $4,291+37.9% |
| Admin fee / account holder | $131 | $1,727-92.4% | $10,600-98.8% | $1,588-91.8% |