Filed January 20, 1999
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 |
|---|---|---|
NATIONWIDE5 years Service code 49 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other Services | $22,033 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP, LLC Service code 49 · EIN 41-1416330 | Other Services | $12,275 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,288 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 49 · EIN 20-4548831 202 MONTROSE W AVE · COPLEY, OH 44321 | Other Services | $720 |
Service code 49 · EIN 12-2638166 315 DEADERICK ST · NASHVILLE, TN 37238 | Other Services | -$3,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,243 | $138,393-61.5% | $184,256-71.1% | $80,959-34.2% |
| Participation rate | 67.7% | 83.9%-16.2pp | 86.8%-19.1pp | 67.7%0pp |
| Annual return | 19.46% | 20.01%-0.6pp | 28.85%-9.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,336 | $4,847-72.4% | $6,427-79.2% | $2,757-51.5% |
| Participant deferral / active EE | $6,720 | $7,076-5.0% | $9,133-26.4% | $4,300+56.3% |
| Admin fee / account holder | $160 | $10,489-98.5% | $13,899-98.8% | $6,925-97.7% |