Filed December 20, 2012
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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 14 · EIN 33-0785439 320 WEST 57TH STREET-5TH FLOOR · NEW YORK, NY 100193705 | Plan Administrator | $7,630 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,005 |
Service code 14 | Plan Administrator | $4,714 |
NATIONWIDE2+ years Service code 13 | Contract Administrator | $311 |
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.
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 | $23,598 | $52,467-55.0% | $57,196-58.7% | $55,167-57.2% |
| Participation rate | 68.3% | 75.8%-7.5pp | 75.3%-7.0pp | 69.0%-0.7pp |
| Annual return | 4.22% | 7.72%-3.5pp | 14.59%-10.4pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $676 | $2,830-76.1% | $3,096-78.2% | $3,054-77.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |