Filed March 28, 2012
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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $93,687 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $54,242 |
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,760 |
THE BENEFIT ADVANTAGE, INC.2+ years Filed as: THE BENEFIT ADVANTAGE Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $20,803 |
Filed as: IRON FIDUCIARY Service code 13 · EIN 99-9552241 | Contract Administrator | $7,889 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $1,578 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,820 | $73,532-14.6% | $178,505-64.8% | $74,478-15.7% |
| Participation rate | 83.2% | 66.6%+16.6pp | 77.1%+6.1pp | 67.2%+16.0pp |
| Annual return | 11.53% | 17.49%-6.0pp | 27.16%-15.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $3,508 | $2,221+58.0% | $3,955-11.3% | $2,626+33.6% |
| Participant deferral / active EE | $7,256 | $4,519+60.6% | $6,280+15.5% | $4,350+66.8% |
| Admin fee / account holder | $295 | $1,813-83.7% | $10,428-97.2% | $1,946-84.9% |