Filed May 9, 2016
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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $25,539 |
LPL FINANCIAL1+ years Filed as: LPL Service code 26 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Participants) | $19,039 |
PPA/TPA1+ years Filed as: PPA, INC. Service code 10 7350 CIRQUE DR W STE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $2,250 |
Annual investment return 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 | $50,084 | $52,467-4.5% | $57,196-12.4% | $55,167-9.2% |
| Participation rate | 96.0% | 75.8%+20.1pp | 75.3%+20.6pp | 69.0%+27.0pp |
| Annual return | 0.81% | 7.72%-6.9pp | 14.59%-13.8pp | 169.23%-168.4pp |
| Employer contribution / active EE | $3,759 | $2,477+51.7% | $2,683+40.1% | $1,963+91.5% |
| Participant deferral / active EE | $2,743 | $2,830-3.1% | $3,096-11.4% | $3,054-10.2% |
| Admin fee / account holder | $3 | $269-98.9% | $3,141-99.9% | $504-99.4% |