Filed March 5, 2007 (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 |
|---|---|---|
NATIONWIDE4 years Service code 21 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $6,875 |
PENSION ASSURANCE LLP4 years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $1,829 |
LPL FINANCIAL1 year Service code 33 ATTN COMMISIONS DEPT · SAN DIEGO, CA 92121 | Securities brokerage | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,145 | $138,347-76.0% | $184,203-82.0% | $80,856-59.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.25% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,105 | $4,850-56.6% | $6,427-67.2% | $2,755-23.6% |
| Participant deferral / active EE | $3,500 | $7,071-50.5% | $9,131-61.7% | $4,296-18.5% |
| Admin fee / account holder | $61 | $10,483-99.4% | $13,901-99.6% | $6,918-99.1% |