Filed January 12, 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 |
|---|---|---|
NATIONWIDE1+ years Service code 35 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Employee (plan sponsor); Recordkeepin... | $75,278 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $4,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,846 | $46,732-23.3% | $156,551-77.1% | $55,167-35.0% |
| Participation rate | 65.3% | 65.8%-0.5pp | 84.0%-18.8pp | 69.0%-3.7pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,264 | $2,105-40.0% | $5,501-77.0% | $1,963-35.6% |
| Participant deferral / active EE | $2,775 | $2,204+25.9% | $4,871-43.0% | $3,054-9.1% |
| Admin fee / account holder | $1 | $418-99.6% | $13,028-100.0% | $504-99.7% |