Filed November 9, 2005
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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,316 |
NFP RETIREMENT INC2 years Filed as: NFP CORPORATE SERVICES Service code 27 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Advisory (Plan) | $3,077 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 71 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78746 | Brokerage Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,319 | $60,139-54.6% | $90,461-69.8% | $79,856-65.8% |
| Participation rate | 44.3% | 65.0%-20.7pp | 72.7%-28.4pp | 69.6%-25.3pp |
| Annual return | 4.45% | 71.96%-67.5pp | 1294.76%-1290.3pp | 31.71%-27.3pp |
| Employer contribution / active EE | $130 | $2,069-93.7% | $3,264-96.0% | $2,471-94.7% |
| Participant deferral / active EE | $614 | $2,939-79.1% | $3,964-84.5% | $3,741-83.6% |
| Admin fee / account holder | $1,722 | $3,978-56.7% | $5,617-69.3% | $5,306-67.6% |