Filed September 29, 1992 (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.
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $91,169 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $29,243 |
PENSION ASSURANCE LLP1 year Filed as: PENSION FINANCIAL SERVCIES INC Service code 13 | Contract Administrator | $9,474 |
Filed as: THORNHILL FINANCIAL INC Service code 10 18400 PERAL RD · STRONGSVILLE, OH 44136 | Accounting | $7,500 |
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 | $60,790 | $50,106+21.3% | $69,779-12.9% | $57,658+5.4% |
| Participation rate | 77.2% | 70.9%+6.4pp | 71.8%+5.4pp | 70.2%+7.0pp |
| Annual return | 6.79% | 14.58%-7.8pp | 12.99%-6.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,501 | $1,739-13.7% | $2,338-35.8% | $1,974-24.0% |
| Participant deferral / active EE | $2,725 | $2,486+9.6% | $2,931-7.0% | $3,061-11.0% |
| Admin fee / account holder | $397 | $89+345.4% | $4,381-90.9% | $95+320.2% |