Filed May 6, 2010
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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $181,211 |
Service code 49 · EIN 42-1445429 | Other Services | $118,633 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 49 17605 WRIGHT ST · OMAHA, NE 68130 | Other Services | $56,189 |
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 840889311 | Recordkeeping | $52,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,258 | $50,902+30.2% | $155,534-57.4% | $77,736-14.8% |
| Participation rate | 50.8% | 63.1%-12.3pp | 78.2%-27.4pp | 70.6%-19.7pp |
| Annual return | 12.00% | 34.85%-22.8pp | 64.92%-52.9pp | 31.26%-19.3pp |
| Employer contribution / active EE | $1,624 | $1,991-18.5% | $4,675-65.3% | $2,728-40.5% |
| Participant deferral / active EE | $3,490 | $2,824+23.6% | $5,630-38.0% | $4,651-24.9% |
| Admin fee / account holder | $306 | $437-29.9% | $15,900-98.1% | $433-29.3% |