Filed April 22, 2008
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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,313 |
EDWARD JONES2 years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $5,805 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: SECURITIES AMERICAN INC Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,755 | $45,825-54.7% | $90,657-77.1% | $56,287-63.1% |
| Participation rate | 64.7% | 66.7%-2.0pp | 74.0%-9.3pp | 69.9%-5.1pp |
| Annual return | -8.40% | 38.64%-47.0pp | 1.89%-10.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,046 | $1,372-23.8% | $2,532-58.7% | $2,111-50.5% |
| Participant deferral / active EE | $3,094 | $2,562+20.7% | $3,424-9.6% | $3,350-7.6% |
| Admin fee / account holder | $223 | $413-45.9% | $4,994-95.5% | $521-57.1% |