Filed May 28, 1997
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 |
|---|---|---|
NATIONWIDE9 years Service code 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $14,979 |
COMPENSATION PLANNING INC.8 years Service code 14 · EIN 05-0386704 67 JEFFERSON BLVD · WARWICK, RI 02888 | Plan Administrator | $11,852 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,624 | $81,504-17.0% | $102,437-34.0% | $80,959-16.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.05% | 25.60%-18.5pp | 24.95%-17.9pp | 35.67%-28.6pp |
| Employer contribution / active EE | $11,044 | $3,104+255.8% | $3,871+185.3% | $2,757+300.5% |
| Participant deferral / active EE | $1,788 | $3,871-53.8% | $5,060-64.7% | $4,300-58.4% |
| Admin fee / account holder | $260 | $6,719-96.1% | $8,388-96.9% | $6,925-96.2% |