Filed April 2, 2014 (most recent of 4 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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $75,987 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $65,160 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $12,706 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 | Other Services | $9,323 |
FIDUCIARY WISE, LLC1 year Service code 22 2487 S GILBERT · GILBERT, AZ 85295 | Insurance Broker | $4,929 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,819 | $45,000-80.4% | $143,799-93.9% | $77,906-88.7% |
| Participation rate | 85.4% | 66.8%+18.6pp | 80.3%+5.1pp | 73.7%+11.8pp |
| Annual return | -17.08% | 29.03%-46.1pp | -0.04%-17.0pp | 12.16%-29.2pp |
| Employer contribution / active EE | $2,007 | $1,870+7.4% | $4,952-59.5% | $2,846-29.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $70 | $98-28.5% | $14,677-99.5% | $133-46.9% |