Filed June 26, 2013 (most recent of 2 filings on file)
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 | $20,509 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 28 7780 CAMBRIDGE MANOR PL · FORT MYERS, FL 33907 | Investment Management | $16,587 |
PENSION FINANCIAL SERVICES, INC.2+ years Filed as: PENSION FINANCIAL SVCS., INC Service code 13 3700 CRESTWOOD PKWY · DULUTH, GA 30096 | Contract Administrator | $6,619 |
Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $6,403 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 | Contract Administrator | $5,947 |
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 | $14,430 | $36,916-60.9% | $156,551-90.8% | $57,658-75.0% |
| Participation rate | 77.9% | 63.4%+14.5pp | 84.0%-6.1pp | 70.2%+7.7pp |
| Annual return | 6.25% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,206 | $1,571-23.2% | $5,501-78.1% | $1,974-38.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $72 | $82-13.1% | $13,028-99.4% | $95-24.2% |