Filed August 29, 2006
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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4153830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,811 |
FIDUCIARY WISE, LLC1 year Filed as: FIDUCIARY WISE Service code 31 · EIN 60-6800260 2487 S GILBERT RD · GILBERT, AZ 85295 | Named fiduciary | $9,375 |
ALL VALLEY ADMINISTRATORS, LLC3+ years Service code 13 · EIN 77-0536417 7525 N CEDAR AVE, SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $4,701 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,375 | $89,739-30.5% | $149,721-58.3% | $62,293+0.1% |
| Participation rate | 84.5% | 85.1%-0.6pp | 87.1%-2.6pp | 69.5%+15.0pp |
| Annual return | 26.00% | 21.01%+5.0pp | 1501.67%-1475.7pp | 28.90%-2.9pp |
| Employer contribution / active EE | $1,986 | $3,233-38.6% | $5,444-63.5% | $2,042-2.7% |
| Participant deferral / active EE | $3,532 | $4,797-26.4% | $6,568-46.2% | $3,169+11.4% |
| Admin fee / account holder | $435 | $551-21.2% | $11,282-96.1% | $479-9.3% |