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 LLC4 years Filed as: ROUSH INVESTMENTS, LLC Service code 10 2014 TULARE AVE, STE 608 · FRESNO, CA 93721 | Accounting | $80,572 |
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $49,276 |
PENTEGRA SERVICES, INC.4 years Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $4,287 |
PENTEGRA SERVICES, INC.4 years Filed as: APS-PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Plan Administrator | $2,520 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,965 | $130,194-27.8% | $169,993-44.7% | $71,457+31.5% |
| Participation rate | 85.9% | 86.1%-0.3pp | 87.0%-1.1pp | 67.9%+18.0pp |
| Annual return | 19.00% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,607 | $4,381-63.3% | $6,785-76.3% | $2,588-37.9% |
| Participant deferral / active EE | $5,327 | $6,923-23.1% | $10,408-48.8% | $4,289+24.2% |
| Admin fee / account holder | $733 | $966-24.1% | $12,815-94.3% | $1,587-53.8% |