Filed May 20, 2011
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 |
|---|---|---|
NATIONWIDE4+ years Service code 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $19,071 |
GWN SECURITIES, INC1 year Filed as: GWN SECURITIES, INC. Service code 28 | Investment Management | $6,114 |
GWN SECURITIES, INC1 year Service code 28 11440 N. JOG ROAD · PALM BEACH GARDENS, FL 33418 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $18,856 | $79,523-76.3% | $140,019-86.5% | $56,289-66.5% |
| Participation rate | 92.6% | 85.7%+6.9pp | 87.5%+5.1pp | 69.9%+22.8pp |
| Annual return | -9.77% | 2.39%-12.2pp | 651.17%-660.9pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,701 | $3,350-49.2% | $5,605-69.6% | $2,111-19.4% |
| Participant deferral / active EE | $2,608 | $5,129-49.2% | $6,927-62.4% | $3,350-22.2% |
| Admin fee / account holder | $157 | $614-74.4% | $10,705-98.5% | $521-69.8% |