Filed August 29, 2006
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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $19,011 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,608 |
NEXUS ADMINISTRATORS, INC.5 years Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,108 | $122,239-27.9% | $184,203-52.2% | $74,495+18.3% |
| Participation rate | 80.6% | 85.5%-4.9pp | 86.8%-6.3pp | 67.2%+13.4pp |
| Annual return | 27.25% | 19.95%+7.3pp | 28.81%-1.6pp | 1364.94%-1337.7pp |
| Employer contribution / active EE | $2,980 | $4,537-34.3% | $6,427-53.6% | $2,623+13.6% |
| Participant deferral / active EE | $5,368 | $7,139-24.8% | $9,131-41.2% | $4,346+23.5% |
| Admin fee / account holder | $189 | $1,260-85.0% | $13,901-98.6% | $1,942-90.3% |