Filed July 8, 2010 (most recent of 3 filings on file)
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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 5440 W 100TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $41,202 |
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 840889311 | Recordkeeping | $14,553 |
NATIONAL BENEFIT SERVICES, LLC10+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 | Recordkeeping | $8,460 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,535 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,019 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,607 | $58,336-64.7% | $97,295-78.8% | $200,096-89.7% |
| Participation rate | 13.8% | 63.8%-50.0pp | 72.7%-58.9pp | 72.0%-58.2pp |
| Annual return | 11.66% | 32.81%-21.2pp | 75.62%-64.0pp | 34.26%-22.6pp |
| Employer contribution / active EE | $86 | $1,416-93.9% | $2,723-96.8% | $3,038-97.2% |
| Participant deferral / active EE | $363 | $3,240-88.8% | $4,264-91.5% | $5,090-92.9% |
| Admin fee / account holder | $69 | $114-39.8% | $5,646-98.8% | $269-74.5% |