Filed July 17, 2013
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 | $211,575 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $124,008 |
NEXUS ADMINISTRATORS, INC.5 years Service code 13 · EIN 77-0586222 735 WEST ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $14,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,155 | $50,919-25.1% | $155,556-75.5% | $77,762-50.9% |
| Participation rate | 93.6% | 63.1%+30.5pp | 78.2%+15.3pp | 70.6%+23.0pp |
| Annual return | 12.07% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $2,705 | $1,991+35.8% | $4,675-42.1% | $2,728-0.8% |
| Participant deferral / active EE | $2,287 | $2,824-19.0% | $5,631-59.4% | $4,651-50.8% |
| Admin fee / account holder | $267 | $437-39.0% | $15,885-98.3% | $433-38.4% |