Filed January 15, 2009 (most recent of 3 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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $165,425 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 28 | Investment Management | $98,729 |
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 27 | Advisory (Plan) | $91,254 |
Filed as: MEEDER ADVISOR SERVICES, INC. Service code 26 · EIN 31-1332744 | Advisory (Participants) | $35,093 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 | Contract Administrator | $28,022 |
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 | $39,229 | $37,039+5.9% | $147,617-73.4% | $59,188-33.7% |
| Participation rate | 55.9% | 63.8%-7.9pp | 84.6%-28.7pp | 69.4%-13.5pp |
| Annual return | -0.72% | 7.19%-7.9pp | 61.98%-62.7pp | 5.51%-6.2pp |
| Employer contribution / active EE | $358 | $1,353-73.5% | $5,564-93.6% | $2,098-82.9% |
| Participant deferral / active EE | $2,038 | $2,094-2.7% | $4,895-58.4% | $3,265-37.6% |
| Admin fee / account holder | $250 | $60+314.7% | $11,612-97.8% | $92+170.7% |