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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATION PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,617 |
WERNTZ & ASSOCIATES2 years Filed as: WERNTZ & ASSOCIATES, INC. Service code 99 · EIN 71-0704639 650 S SHACKLEFORD STE 210 · LITTLE ROCK, AR 72211 | Other Fees | $22,435 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 NC1409 · CHARLOTTE, NC 282881207 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,097 | $63,259-90.4% | $178,503-96.6% | $93,223-93.5% |
| Participation rate | 17.5% | 72.1%-54.6pp | 81.9%-64.4pp | 74.9%-57.4pp |
| Annual return | 15.16% | 19.93%-4.8pp | 151.12%-136.0pp | 19.29%-4.1pp |
| Employer contribution / active EE | $18 | $1,865-99.0% | $5,011-99.6% | $2,680-99.3% |
| Participant deferral / active EE | $218 | $3,372-93.5% | $5,202-95.8% | $4,563-95.2% |
| Admin fee / account holder | $81 | $58+40.1% | $13,987-99.4% | $79+2.6% |