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 |
|---|---|---|
NATIONWIDE7+ years Service code 65 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $31,757 |
GWN SECURITIES, INC4 years Filed as: GWN SECURITIES, INC. Service code 22 | Insurance Broker | $19,597 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $10,105 |
INWEST RETIREMENT SOLUTIONS6 years Service code 15 4305 N GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $7,482 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 22 · EIN 31-1332744 | Insurance Broker | $5,120 |
GWN SECURITIES, INC4 years Service code 22 11440 N. JOG ROAD · PALM BEACH GARDENS, FL 33418 | Insurance Broker | $0 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,831 | $121,341-74.6% | $189,537-83.7% | $79,391-61.2% |
| Participation rate | 74.9% | 86.1%-11.3pp | 87.8%-12.9pp | 70.7%+4.1pp |
| Annual return | 16.34% | 21.08%-4.7pp | 555.34%-539.0pp | 116.88%-100.5pp |
| Employer contribution / active EE | $1,772 | $3,915-54.7% | $6,161-71.2% | $2,428-27.0% |
| Participant deferral / active EE | $2,708 | $6,395-57.7% | $8,220-67.1% | $4,046-33.1% |
| Admin fee / account holder | $254 | $651-61.1% | $12,048-97.9% | $627-59.5% |