Filed June 14, 2006
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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $84,408 |
R.J.L. PENSION SERVICES, INC.2+ years Service code 13 7254 MITCHELL BLVD. · NEW PORT RICHEY, FL 34655 | Contract Administrator | $37,840 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 26 4211 S. 102ND ST · OMAHA, NE 68127 | Advisory (Participants) | $251 |
NATIONWIDE2+ years Filed as: NATIONWIDE FIN GEN AGCY INC Service code 15 10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329 | Recordkeeping | $0 |
NATIONWIDE2+ years Filed as: NATIONWIDE SECURITIES LLC - IA Service code 15 10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,454 | $33,232+6.7% | $71,796-50.6% | $63,975-44.6% |
| Participation rate | 51.1% | 60.1%-9.0pp | 69.1%-18.0pp | 71.1%-20.0pp |
| Annual return | 6.09% | 11.99%-5.9pp | 78.04%-72.0pp | 48.65%-42.6pp |
| Employer contribution / active EE | $333 | $723-54.0% | $1,924-82.7% | $2,182-84.7% |
| Participant deferral / active EE | $2,323 | $1,604+44.8% | $2,794-16.9% | $3,356-30.8% |
| Admin fee / account holder | $51 | $63-19.7% | $4,815-98.9% | $70-27.6% |