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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $101,469 |
FIDUCIARY CONSULTING GROUP4+ years Service code 14 1832 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $24,780 |
Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $5,619 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 · OKLAHOMA CITY, OK 731312418 | Contract Administrator | $2,946 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $399 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 33 4211 S 102ND ST · OMAHA, NE 68127 | Securities brokerage | $180 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 731312418 | Contract Administrator | $0 |
Filed as: ROYAL ALLIANCE ASSOC, INC Service code 16 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,624 | $79,523-26.3% | $140,019-58.1% | $56,289+4.1% |
| Participation rate | 96.2% | 85.7%+10.5pp | 87.5%+8.7pp | 69.9%+26.3pp |
| Annual return | -1.48% | 2.39%-3.9pp | 651.17%-652.7pp | -9.96%+8.5pp |
| Employer contribution / active EE | $2,931 | $3,350-12.5% | $5,605-47.7% | $2,111+38.8% |
| Participant deferral / active EE | $3,403 | $5,129-33.7% | $6,927-50.9% | $3,350+1.6% |
| Admin fee / account holder | $567 | $614-7.6% | $10,705-94.7% | $521+8.9% |