Filed January 28, 2013
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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,741 |
DEFINITI LLC2 years Service code 99 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Other Fees | $33,325 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 13 · EIN 59-1199408 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,763 | $41,039-66.5% | $85,240-83.9% | $99,313-86.1% |
| Participation rate | 12.8% | 34.4%-21.6pp | 67.5%-54.7pp | 71.7%-58.9pp |
| Annual return | 11.41% | 17.44%-6.0pp | 66.75%-55.3pp | 17.67%-6.3pp |
| Employer contribution / active EE | $28 | $1,106-97.5% | $2,735-99.0% | $3,264-99.1% |
| Participant deferral / active EE | $339 | $2,193-84.5% | $4,527-92.5% | $5,346-93.7% |
| Admin fee / account holder | $72 | $177-59.5% | $6,165-98.8% | $109-34.3% |