Filed April 19, 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.
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 |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $60,480 |
INVESTMENT PLANNERS INC1 year Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $0 |
NATIONWIDE5 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 27 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Advisory (Plan) | $0 |
NPA ASSET MANAGEMENT4 years Filed as: NPA INSURANCE AGENCY Service code 22 115 W. CENTURY RD., STE. 360 · PARAMUS, NJ 07652 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,384 | $99,957-38.6% | $149,745-59.0% | $73,497-16.5% |
| Participation rate | 91.3% | 75.7%+15.6pp | 82.5%+8.8pp | 70.7%+20.6pp |
| Annual return | 12.62% | 53.87%-41.2pp | 276.72%-264.1pp | 28.51%-15.9pp |
| Employer contribution / active EE | $805 | $3,191-74.8% | $4,646-82.7% | $2,270-64.6% |
| Participant deferral / active EE | $4,292 | $6,073-29.3% | $6,843-37.3% | $3,740+14.8% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |