Filed July 17, 2013
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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $10,845 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $7,214 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Recordkeeping | $6,761 |
NATIONWIDE7+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $2,407 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,908 | $50,815-84.4% | $155,509-94.9% | $77,643-89.8% |
| Participation rate | 73.9% | 63.1%+10.8pp | 78.2%-4.3pp | 70.6%+3.4pp |
| Annual return | 9.48% | 34.80%-25.3pp | 64.67%-55.2pp | 31.24%-21.8pp |
| Employer contribution / active EE | $662 | $1,993-66.8% | $4,672-85.8% | $2,726-75.7% |
| Participant deferral / active EE | $829 | $2,822-70.6% | $5,626-85.3% | $4,647-82.2% |
| Admin fee / account holder | $68 | $437-84.5% | $15,912-99.6% | $430-84.3% |