Filed September 16, 2016
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INS CO Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $34,052 |
FLORIDA RETIREMENT CONSULTANTS1+ years Service code 13 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $6,589 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL Service code 33 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,661 | $36,916-57.6% | $156,551-90.0% | $57,658-72.8% |
| Participation rate | 26.1% | 63.4%-37.3pp | 84.0%-57.9pp | 70.2%-44.1pp |
| Annual return | -1.67% | 12.38%-14.1pp | 32.23%-33.9pp | 5.13%-6.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $602 | $1,926-68.7% | $4,871-87.6% | $3,061-80.3% |
| Admin fee / account holder | $56 | $82-32.6% | $13,028-99.6% | $95-41.2% |