Filed April 13, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $23,937 |
UNITED RETIREMENT INC1+ years Filed as: UNITED RETIREMENT, INC. Service code 51 · EIN 25-1759623 545 METRO PLACE S · DUBLIN, OH 43017 | Investment Mgmt Fees | $6,869 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 51 60 S. SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $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 | $30,497 | $46,732-34.7% | $156,551-80.5% | $55,167-44.7% |
| Participation rate | 43.6% | 65.8%-22.2pp | 84.0%-40.4pp | 69.0%-25.4pp |
| Annual return | 0.56% | 17.72%-17.2pp | 32.23%-31.7pp | 169.23%-168.7pp |
| Employer contribution / active EE | $851 | $2,105-59.6% | $5,501-84.5% | $1,963-56.6% |
| Participant deferral / active EE | $733 | $2,204-66.7% | $4,871-84.9% | $3,054-76.0% |
| Admin fee / account holder | $45 | $418-89.1% | $13,028-99.7% | $504-91.0% |