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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $97,729 |
BEENE GARTER LLP2 years Filed as: BEENE GARTER A DOEREN MAYHEW FIRM Service code 15 56 GRANDVILLE · GRAND RAPIDS, MI 49503 | Recordkeeping | $58,385 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $58,069 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 28 · EIN 26-2409128 | Investment Management | $11,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,837 | $50,151-40.5% | $149,717-80.1% | $80,149-62.8% |
| Participation rate | 50.8% | 64.3%-13.5pp | 78.8%-28.0pp | 72.9%-22.1pp |
| Annual return | 18.34% | 29.80%-11.5pp | 134.41%-116.1pp | 40.39%-22.1pp |
| Employer contribution / active EE | $741 | $1,867-60.3% | $4,820-84.6% | $2,977-75.1% |
| Participant deferral / active EE | $2,148 | $3,194-32.8% | $5,682-62.2% | $5,015-57.2% |
| Admin fee / account holder | $249 | $153+62.9% | $13,213-98.1% | $145+71.6% |