Filed April 18, 2016
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 |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,456 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $1,249 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 5440 W 100TH ST STE 102 · SHAWNEE MISSION, KS 66211 | Investment Management | $750 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $369 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $250 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,092 | $50,919-66.4% | $155,556-89.0% | $77,762-78.0% |
| Participation rate | 37.9% | 63.1%-25.2pp | 78.2%-40.3pp | 70.6%-32.7pp |
| Annual return | 9.67% | 34.84%-25.2pp | 64.84%-55.2pp | 31.27%-21.6pp |
| Employer contribution / active EE | $218 | $1,991-89.0% | $4,675-95.3% | $2,728-92.0% |
| Participant deferral / active EE | $444 | $2,824-84.3% | $5,631-92.1% | $4,651-90.4% |
| Admin fee / account holder | $2 | $437-99.5% | $15,885-100.0% | $433-99.5% |