Filed May 22, 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 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $16,002 |
Filed as: SUMMIT BENEFIT ACTUARIAL SRVS Service code 11 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 97440 | Actuarial | $3,900 |
Filed as: VOYA FINANCIAL ADVSIORS, INC. Service code 28 909 LOCUST ST · DES MOINES, IA 503092803 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,708 | $57,103-70.7% | $87,502-80.9% | $57,658-71.0% |
| Participation rate | 15.3% | 64.3%-49.0pp | 73.8%-58.5pp | 70.2%-54.9pp |
| Annual return | 5.97% | 12.71%-6.7pp | 12.21%-6.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $146 | $1,107-86.8% | $2,550-94.3% | $1,974-92.6% |
| Participant deferral / active EE | $303 | $2,250-86.5% | $3,149-90.4% | $3,061-90.1% |
| Admin fee / account holder | $33 | $281-88.3% | $4,221-99.2% | $95-65.3% |