Filed November 5, 2012
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 |
|---|---|---|
Service code 26 · EIN 81-5448947 23 INVERNESS CENTER PKWY · BIRMINGHAM, AL 35242 | Advisory (Participants) | $31,286 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 14 · EIN 39-1816008 | Plan Administrator | $20,275 |
NATIONWIDE8+ years Service code 15 · EIN 63-0813240 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,257 |
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 | $25,946 | $46,292-44.0% | $143,757-82.0% | $64,808-60.0% |
| Participation rate | 79.5% | 64.2%+15.3pp | 80.3%-0.8pp | 71.5%+8.0pp |
| Annual return | -16.23% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $968 | $1,910-49.3% | $4,951-80.5% | $2,506-61.4% |
| Participant deferral / active EE | $2,003 | $2,646-24.3% | $5,637-64.5% | $4,310-53.5% |
| Admin fee / account holder | $70 | $154-54.7% | $14,673-99.5% | $188-62.9% |