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 |
|---|---|---|
ROUSH INVESTMENTS LLC5 years Filed as: ROUSH INVESTMENTS, LLC Service code 10 2014 TULARE AVE, STE 608 · FRESNO, CA 93721 | Accounting | $95,386 |
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,612 |
PENTEGRA SERVICES, INC.5 years Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $5,034 |
PENTEGRA SERVICES, INC.5 years Filed as: APS-PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $1,620 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,366 | $122,042-16.9% | $184,260-45.0% | $74,459+36.1% |
| Participation rate | 71.4% | 85.5%-14.1pp | 86.8%-15.5pp | 67.2%+4.1pp |
| Annual return | 16.07% | 19.91%-3.8pp | 28.84%-12.8pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,213 | $4,537-73.3% | $6,427-81.1% | $2,626-53.8% |
| Participant deferral / active EE | $4,100 | $7,143-42.6% | $9,133-55.1% | $4,350-5.7% |
| Admin fee / account holder | $596 | $1,252-52.4% | $13,898-95.7% | $1,945-69.4% |