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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,307 |
EDWARD JONES3 years Filed as: EDWARD D. A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $7,052 |
OPOC.US1 year Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,861 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS2 years 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.
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 | $27,455 | $50,175-45.3% | $99,470-72.4% | $65,185-57.9% |
| Participation rate | 65.4% | 68.4%-3.0pp | 73.8%-8.4pp | 70.2%-4.8pp |
| Annual return | 26.91% | 25.36%+1.5pp | 30.72%-3.8pp | 29.38%-2.5pp |
| Employer contribution / active EE | $1,000 | $1,496-33.1% | $2,540-60.6% | $2,177-54.1% |
| Participant deferral / active EE | $3,272 | $2,748+19.1% | $3,619-9.6% | $3,514-6.9% |
| Admin fee / account holder | $257 | $398-35.5% | $6,252-95.9% | $847-69.7% |