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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $98,864 |
R.J.L. PENSION SERVICES, INC.3+ years Service code 13 7254 MITCHELL BLVD. · NEW PORT RICHEY, FL 34655 | Contract Administrator | $40,943 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 26 4211 S. 102ND ST · OMAHA, NE 68127 | Advisory (Participants) | $177 |
NATIONWIDE3+ years Filed as: NATIONWIDE FIN GEN AGCY INC Service code 15 10 W NATIONWIDE BLVD. 5-01-103 · COLUMBUS, OH 432154329 | Recordkeeping | $0 |
NATIONWIDE3+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,617 | $38,833-13.4% | $78,778-57.3% | $77,958-56.9% |
| Participation rate | 62.8% | 60.9%+1.9pp | 69.2%-6.4pp | 71.6%-8.8pp |
| Annual return | 15.28% | 20.31%-5.0pp | 35.62%-20.3pp | 20.87%-5.6pp |
| Employer contribution / active EE | $404 | $840-51.9% | $1,986-79.7% | $2,310-82.5% |
| Participant deferral / active EE | $2,666 | $1,776+50.1% | $2,958-9.9% | $3,537-24.6% |
| Admin fee / account holder | $44 | $89-50.5% | $5,134-99.1% | $97-54.8% |