Filed October 18, 2004
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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $117,704 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $64,869 |
DOEREN MAYHEW ADVISORS1 year Filed as: DOEREN MAYHEW ADVISORS LLC Service code 15 56 GRANDVILLE · GRAND RAPIDS, MI 49503 | Recordkeeping | $56,261 |
IRON-CO-FID-COMPREHENSIVE4 years Service code 28 · EIN 26-2409128 | Investment Management | $14,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,010 | $53,204-22.9% | $155,556-73.6% | $200,096-79.5% |
| Participation rate | 44.6% | 64.1%-19.5pp | 78.2%-33.7pp | 72.0%-27.5pp |
| Annual return | 12.59% | 41.02%-28.4pp | 64.84%-52.2pp | 34.26%-21.7pp |
| Employer contribution / active EE | $796 | $1,850-57.0% | $4,675-83.0% | $3,038-73.8% |
| Participant deferral / active EE | $1,976 | $3,163-37.5% | $5,631-64.9% | $5,090-61.2% |
| Admin fee / account holder | $327 | $186+75.9% | $15,885-97.9% | $269+21.3% |