Filed March 1, 2004 (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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $106,012 |
FIDUCIARY CONSULTING GROUP2+ years Service code 14 1832 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $28,481 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N KELLEY · OKLAHOMA CITY, OK 73131 | Contract Administrator | $4,558 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $424 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,344 | $74,089-15.9% | $133,975-53.5% | $55,167+13.0% |
| Participation rate | 80.9% | 84.3%-3.4pp | 87.1%-6.1pp | 69.0%+11.9pp |
| Annual return | 5.52% | 12.11%-6.6pp | 29.29%-23.8pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,764 | $3,064-9.8% | $5,211-47.0% | $1,963+40.8% |
| Participant deferral / active EE | $3,127 | $4,678-33.2% | $6,282-50.2% | $3,054+2.4% |
| Admin fee / account holder | $617 | $458+34.7% | $9,324-93.4% | $504+22.5% |