Filed December 30, 1996
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,460 |
PENSION FINANCIAL SERVICES, INC.2+ years Service code 13 3700 CRESTWOOD PKWY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $2,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $91,302 | $76,551+19.3% | $123,894-26.3% | $62,881+45.2% |
| Participation rate | 84.1% | 73.0%+11.2pp | 81.4%+2.7pp | 69.3%+14.8pp |
| Annual return | 7.16% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,483 | $4,840+33.9% | $5,984+8.3% | $3,203+102.4% |
| Admin fee / account holder | $276 | $4,826-94.3% | $8,357-96.7% | $4,296-93.6% |