Filed June 14, 2006
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 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Contract Administrator | $33,962 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,026 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,753 | $65,960+296.8% | $81,882+219.7% | $77,762+236.6% |
| Participation rate | 98.5% | 65.8%+32.7pp | 72.4%+26.1pp | 70.6%+27.9pp |
| Annual return | 14.30% | 26.64%-12.3pp | 779.47%-765.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $21,279 | $2,375+795.9% | $2,916+629.7% | $2,728+680.0% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $47 | $526-91.1% | $7,360-99.4% | $433-89.2% |