Filed December 24, 1997
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 |
|---|---|---|
NATIONWIDE10+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $30,147 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 1500 N OAK DR · PLYMOUTH, IN 46563 | Accounting | $4,158 |
HORAN SECURITIES INC1 year Service code 27 | Advisory (Plan) | $2,698 |
Service code 10 | Accounting | $1,445 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 10 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATI, OH 45246 | Accounting | $0 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES INC. Service code 27 8044 MONTGOMERY RD STE. 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,505 | $55,437-61.2% | $155,534-86.2% | $74,459-71.1% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 13.19% | 269.58%-256.4pp | 64.92%-51.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $2,089 | $2,266-7.8% | $4,675-55.3% | $2,626-20.4% |
| Participant deferral / active EE | $1,572 | $2,837-44.6% | $5,630-72.1% | $4,350-63.8% |
| Admin fee / account holder | $20 | $1,742-98.8% | $15,900-99.9% | $1,945-99.0% |