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.
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 |
|---|---|---|
ACTIVE GRAPHICS, IC.1 year Filed as: ACTIVE CORE Service code 28 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $47,129 |
NATIONWIDE6+ years Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $28,965 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $10,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,879 | $98,776+2.1% | $149,745-32.6% | $79,856+26.3% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.2pp |
| Annual return | 8.41% | 27.38%-19.0pp | 276.72%-268.3pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,813 | $5,681+37.5% | $6,843+14.2% | $3,741+108.9% |
| Admin fee / account holder | $368 | $6,053-93.9% | $9,312-96.0% | $5,306-93.1% |