Filed June 17, 1999
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 |
|---|---|---|
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $58,699 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 28 · EIN 20-1665305 | Investment Management | $50,257 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $12,325 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,944 | $55,694-82.1% | $81,882-87.9% | $200,096-95.0% |
| Participation rate | 65.3% | 62.7%+2.6pp | 72.4%-7.1pp | 72.0%-6.7pp |
| Annual return | 14.80% | 19.59%-4.8pp | 779.47%-764.7pp | 34.26%-19.5pp |
| Employer contribution / active EE | $1,127 | $2,114-46.7% | $2,916-61.3% | $3,038-62.9% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,090-100.0% |
| Admin fee / account holder | $34 | $348-90.3% | $7,360-99.5% | $269-87.5% |