Filed June 5, 1995
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 51 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $25,358 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVLEAND, OH 44131 | Advisory (Plan) | $18,453 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $50,876-100.0% | $205,401-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -1.32% | -7.14%+5.8pp | 0.02%-1.3pp | -7.14%+5.8pp |
| Employer contribution / active EE | $11,667 | $14,613-20.2% | $45,513-74.4% | $14,613-20.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $109-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $4,705-100.0% | $1,191-100.0% |