Filed June 16, 2014
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 Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $48,619 |
Service code 22 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY, SUITE 450 · AUSTIN, TX 78730 | Insurance Broker | $1,268 |
Service code 49 · EIN 13-3180178 1245 WEST CAUSEWAY APPROACH · MANDEVILLE, LA 70471 | Other Services | $1,010 |
PROSPERA FINANCIAL SERVICES2 years Service code 22 · EIN 75-1832551 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75241 | Insurance Broker | $0 |
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 | $15,485 | $79,151-80.4% | $60,906-74.6% | $64,819-76.1% |
| Participation rate | 82.0% | 77.7%+4.3pp | 73.1%+8.9pp | 71.5%+10.5pp |
| Annual return | -15.77% | -7.12%-8.6pp | 16.94%-32.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,577 | $3,052-48.3% | $2,703-41.6% | $2,507-37.1% |
| Participant deferral / active EE | $2,554 | $3,727-31.5% | $3,814-33.0% | $4,311-40.8% |
| Admin fee / account holder | $0 | $106-100.0% | $3,227-100.0% | $188-100.0% |