Filed January 23, 2003
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: WELLTH ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $84,250 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES Service code 14 | Plan Administrator | $9,949 |
NATIONWIDE6 years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,942 |
PROACCOUNT1 year Service code 13 · EIN 73-0988442 10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $6,625 |
PENTEGRA SERVICES, INC.1 year Filed as: APS PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR. STE. 200 · CHARLOTTE, NC 28217 | Plan Administrator | $3,240 |
HICKS PENSION SERVICES1 year Service code 13 | Contract Administrator | $1,500 |
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 | $104,227 | $128,603-19.0% | $197,124-47.1% | $67,986+53.3% |
| Participation rate | 83.7% | 81.7%+2.0pp | 86.7%-3.0pp | 57.2%+26.5pp |
| Annual return | 14.06% | 23.77%-9.7pp | 44.34%-30.3pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,716 | $4,379-60.8% | $6,227-72.4% | $2,019-15.0% |
| Participant deferral / active EE | $5,664 | $6,840-17.2% | $9,135-38.0% | $3,358+68.7% |
| Admin fee / account holder | $488 | $3,035-83.9% | $16,298-97.0% | $3,203-84.8% |