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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,037 |
SUMMIT FINANCIAL CORPORATION2 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $9,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,520 | $65,440-42.7% | $98,506-61.9% | $85,851-56.3% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.3%-5.0pp |
| Annual return | 21.29% | 21.75%-0.5pp | 1494.92%-1473.6pp | 318.63%-297.3pp |
| Employer contribution / active EE | $501 | $2,169-76.9% | $2,961-83.1% | $2,565-80.5% |
| Participant deferral / active EE | $2,213 | $3,168-30.1% | $4,277-48.3% | $3,952-44.0% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |