Filed June 14, 2006
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 |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $67,775 |
DA DAVIDSON & CO6 years Filed as: DA DAVIDSON AND CO Service code 26 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Participants) | $40,000 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Recordkeeping | $14,499 |
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 | $71,524 | $55,458+29.0% | $76,030-5.9% | $77,762-8.0% |
| Participation rate | 55.3% | 63.6%-8.3pp | 69.1%-13.7pp | 70.6%-15.3pp |
| Annual return | 13.19% | 17.10%-3.9pp | 361.54%-348.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,059 | $1,792-40.9% | $2,688-60.6% | $2,728-61.2% |
| Participant deferral / active EE | $2,893 | $3,454-16.3% | $4,257-32.0% | $4,651-37.8% |
| Admin fee / account holder | $373 | $411-9.3% | $6,421-94.2% | $433-13.9% |