Filed March 30, 2011
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 |
|---|---|---|
Filed as: TANDEM INVESTMENT PARTNERS, LLC Service code 22 · EIN 46-5580427 29 EMMONS DR STE A-5 · PRINCETON, NJ 08540 | Insurance Broker | $37,852 |
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,927 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AR 85312 | Recordkeeping | $13,682 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,946 | $55,453-60.4% | $170,436-87.1% | $62,293-64.8% |
| Participation rate | 79.1% | 66.4%+12.7pp | 83.6%-4.5pp | 69.5%+9.6pp |
| Annual return | 10.29% | 21.38%-11.1pp | 205.94%-195.6pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,172 | $2,164-45.8% | $5,433-78.4% | $2,042-42.6% |
| Participant deferral / active EE | $1,793 | $2,303-22.1% | $4,939-63.7% | $3,169-43.4% |
| Admin fee / account holder | $186 | $455-59.1% | $13,880-98.7% | $479-61.1% |