Filed July 11, 2008
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 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,098 |
NOVA 401(K) ASSOCIATES1 year Service code 15 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Recordkeeping | $3,020 |
Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 90011 | Recordkeeping | $2,851 |
INWEST RETIREMENT SOLUTIONS2+ years Service code 14 · EIN 75-2408441 4305 N. GARFIELD STREET · MIDLAND, TX 79705 | Plan Administrator | $1,549 |
Service code 22 · EIN 04-3109325 1295 STATE STREET · SPRINGFIELD, MA 01111 | Insurance Broker | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 53 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Insurance Commissions | $0 |
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 | $39,486 | $36,916+7.0% | $156,551-74.8% | $57,658-31.5% |
| Participation rate | 53.4% | 63.4%-10.1pp | 84.0%-30.7pp | 70.2%-16.9pp |
| Annual return | 8.19% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,011 | $1,571-35.6% | $5,501-81.6% | $1,974-48.8% |
| Participant deferral / active EE | $1,683 | $1,926-12.6% | $4,871-65.4% | $3,061-45.0% |
| Admin fee / account holder | $41 | $82-50.2% | $13,028-99.7% | $95-56.5% |