Filed August 8, 2005
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,859 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50306 | Contract Administrator | $5,228 |
PEAK RETIREMENT GROUP2 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $4,676 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $4,496 |
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,750 | $86,940-9.4% | $102,434-23.1% | $80,935-2.7% |
| Participation rate | 82.3% | 72.4%+9.9pp | 76.5%+5.8pp | 67.7%+14.6pp |
| Annual return | 10.56% | 18.89%-8.3pp | 29.46%-18.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,858 | $2,370+20.6% | $3,023-5.5% | $2,757+3.7% |
| Participant deferral / active EE | $4,422 | $4,121+7.3% | $5,055-12.5% | $4,299+2.9% |
| Admin fee / account holder | $308 | $8,047-96.2% | $9,462-96.7% | $6,924-95.5% |