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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,401 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 28 7780 CAMBRIDGE MANOR PL · FORT MYERS, FL 33907 | Investment Management | $24,960 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SVCS INC Service code 13 | Contract Administrator | $8,581 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK LANZEN SKALLA INVESTMENT FIRM Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $7,629 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SVCS., INC Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $6,683 |
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 | $13,835 | $37,117-62.7% | $147,617-90.6% | $55,191-74.9% |
| Participation rate | 83.5% | 63.6%+19.9pp | 84.6%-1.1pp | 69.2%+14.4pp |
| Annual return | -1.41% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,823 | $1,985-8.2% | $4,895-62.8% | $3,046-40.2% |
| Admin fee / account holder | $81 | $86-5.8% | $11,612-99.3% | $91-11.2% |