Filed April 13, 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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,934 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 14 · EIN 91-1072394 | Plan Administrator | $14,396 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 27 · EIN 13-4109249 | Advisory (Plan) | $1,275 |
CLS INVESTMENTS3 years Service code 27 · EIN 13-4109249 | Advisory (Plan) | $1,245 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 27 4211 S 102ND ST. · OMAHA, NE 68127 | Advisory (Plan) | $34 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,703 | $137,414-39.8% | $189,513-56.4% | $85,850-3.7% |
| Participation rate | 89.2% | 84.6%+4.6pp | 87.8%+1.4pp | 69.3%+19.9pp |
| Annual return | 11.95% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $7,352 | $4,344+69.2% | $6,162+19.3% | $2,565+186.6% |
| Participant deferral / active EE | $4,806 | $6,260-23.2% | $8,221-41.5% | $3,952+21.6% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |