Filed November 12, 2013 (most recent of 2 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 |
|---|---|---|
NATIONWIDE3 years Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $36,536 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 14 · EIN 20-3886993 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Plan Administrator | $26,058 |
Filed as: ONSAGER WERNER AND OBERG PLC Service code 29 · EIN 86-0960805 3200 N CENTRAL AVE · PHOENIX, AZ 85012 | Legal | $20,963 |
PRUCO SECURITIES, LLC3 years Service code 27 · EIN 90-1018590 213 WASHINGTON ST · NEWARK, NJ 07102 | Advisory (Plan) | $9,494 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 8.73% | 10.14%-1.4pp | 32.32%-23.6pp | 9.89%-1.2pp |
| Employer contribution / active EE | $2,589 | $16,236-84.1% | $33,960-92.4% | $14,313-81.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |