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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $69,544 |
INVESTMENT PLANNERS INC3 years Filed as: INVESTMENT PLANNERS, INC. Service code 27 PO BOX 170 · DECATUR, IL 625250170 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,874 | $84,499-35.1% | $125,391-56.2% | $66,949-18.0% |
| Participation rate | 90.6% | 76.4%+14.2pp | 82.4%+8.2pp | 69.8%+20.8pp |
| Annual return | -14.53% | -8.49%-6.0pp | 572.41%-586.9pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,103 | $3,554-69.0% | $4,816-77.1% | $2,545-56.7% |
| Participant deferral / active EE | $4,829 | $6,785-28.8% | $7,448-35.2% | $4,239+13.9% |
| Admin fee / account holder | $54 | $685-92.1% | $10,009-99.5% | $594-90.9% |