Filed April 24, 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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $96,670 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $16,825 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,552 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 | Investment Management | $6,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,078 | $50,902-9.5% | $155,534-70.4% | $77,736-40.7% |
| Participation rate | 51.4% | 63.1%-11.7pp | 78.2%-26.8pp | 70.6%-19.2pp |
| Annual return | 12.84% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $767 | $1,991-61.5% | $4,675-83.6% | $2,728-71.9% |
| Participant deferral / active EE | $2,180 | $2,824-22.8% | $5,630-61.3% | $4,651-53.1% |
| Admin fee / account holder | $42 | $437-90.3% | $15,900-99.7% | $433-90.2% |