Filed October 29, 2008 (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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $118,527 |
Service code 28 · EIN 04-2675571 | Investment Management | $76,923 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 · EIN 31-4156830 | Recordkeeping | $3,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,591 | $62,686-64.0% | $178,505-87.3% | $77,762-70.9% |
| Participation rate | 33.0% | 66.9%-33.9pp | 77.1%-44.1pp | 70.6%-37.6pp |
| Annual return | 12.58% | 16.16%-3.6pp | 27.16%-14.6pp | 31.27%-18.7pp |
| Employer contribution / active EE | $855 | $1,914-55.3% | $3,955-78.4% | $2,728-68.7% |
| Participant deferral / active EE | $1,497 | $4,224-64.6% | $6,280-76.2% | $4,651-67.8% |
| Admin fee / account holder | $75 | $386-80.5% | $10,428-99.3% | $433-82.6% |