Filed March 6, 2015 (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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 P.O. BOX 183046 · COLUMBUS, OH 43218 | Recordkeeping | $17,183 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $15,343 |
Service code 99 · EIN 91-1463664 7350 CIRQUE DRIVE WEST, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Other Fees | $3,702 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,049 | $60,119+28.2% | $90,430-14.8% | $79,858-3.5% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.6pp |
| Annual return | 16.42% | 71.94%-55.5pp | 1293.73%-1277.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $5,089 | $2,068+146.1% | $3,262+56.0% | $2,471+106.0% |
| Participant deferral / active EE | $8,389 | $2,938+185.6% | $3,963+111.7% | $3,740+124.3% |
| Admin fee / account holder | $292 | $3,976-92.7% | $5,613-94.8% | $5,306-94.5% |