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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $94,939 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 | Other Commissions | $58,132 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 77-0586222 | Contract Administrator | $7,455 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,084 | $36,916-21.2% | $156,551-81.4% | $57,658-49.6% |
| Participation rate | 78.4% | 63.4%+15.0pp | 84.0%-5.6pp | 70.2%+8.2pp |
| Annual return | 5.11% | 12.38%-7.3pp | 32.23%-27.1pp | 5.13%0pp |
| Employer contribution / active EE | $1,595 | $1,571+1.5% | $5,501-71.0% | $1,974-19.2% |
| Participant deferral / active EE | $1,440 | $1,926-25.2% | $4,871-70.4% | $3,061-52.9% |
| Admin fee / account holder | $374 | $82+353.6% | $13,028-97.1% | $95+295.8% |