Filed July 15, 1992
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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $30,675 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION, INC Service code 99 · EIN 39-1884254 400 AHNAIP ST, SUITE 200 · MENASHA, WI 54952 | Other Fees | $10,965 |
KERBER, ROSE S.C.2+ years Filed as: KERBER, ROSE SC Service code 99 115 E. FIFTH STREET · SHAWANO, WI 54166 | Other Fees | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,608 | $39,859-60.8% | $78,676-80.2% | $57,658-72.9% |
| Participation rate | 20.5% | 66.1%-45.6pp | 73.6%-53.1pp | 70.2%-49.8pp |
| Annual return | 7.15% | 18.96%-11.8pp | 62.19%-55.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $178 | $1,786-90.0% | $2,850-93.7% | $1,974-91.0% |
| Participant deferral / active EE | $352 | $2,248-84.3% | $3,517-90.0% | $3,061-88.5% |
| Admin fee / account holder | $236 | $76+209.3% | $4,510-94.8% | $95+149.3% |