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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,659 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $359 |
SUMMIT FINANCIAL CORPORATION3 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $0 |
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 | $26,191 | $54,370-51.8% | $82,763-68.4% | $68,490-61.8% |
| Participation rate | 47.2% | 63.9%-16.7pp | 72.6%-25.4pp | 67.9%-20.7pp |
| Annual return | -16.40% | -13.67%-2.7pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $709 | $2,219-68.1% | $3,008-76.4% | $2,597-72.7% |
| Participant deferral / active EE | $1,938 | $3,247-40.3% | $4,395-55.9% | $4,028-51.9% |
| Admin fee / account holder | $162 | $4,398-96.3% | $5,325-97.0% | $5,403-97.0% |