Filed December 3, 2009
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 13 · EIN 31-4156830 | Contract Administrator | $37,452 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 22 · EIN 31-1332744 | Insurance Broker | $7,749 |
ALLIANCE BENEFIT GROUP1+ years Service code 64 · EIN 76-0342548 | Recordkeeping Fees | $6,127 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,795 | $70,667-45.1% | $123,106-68.5% | $52,331-25.9% |
| Participation rate | 74.8% | 83.7%-8.9pp | 86.8%-12.0pp | 68.1%+6.7pp |
| Annual return | -0.42% | 6.23%-6.7pp | 13.22%-13.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,156 | $4,493-52.0% | $6,229-65.4% | $3,022-28.7% |
| Admin fee / account holder | $292 | $506-42.4% | $9,015-96.8% | $592-50.7% |