Filed November 8, 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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,635 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $21,414 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 · EIN 04-2675571 ONE UNIVERSITY PLACE · WALTHAM, MA 02453 | Securities brokerage; Other fees | $4,967 |
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 | $63,740 | $50,637+25.9% | $86,582-26.4% | $62,293+2.3% |
| Participation rate | 98.2% | 67.9%+30.3pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 19.91% | 20.80%-0.9pp | 965.08%-945.2pp | 28.90%-9.0pp |
| Employer contribution / active EE | $3,283 | $2,075+58.2% | $2,839+15.6% | $2,042+60.8% |
| Participant deferral / active EE | $7,970 | $2,611+205.2% | $3,609+120.9% | $3,169+151.5% |
| Admin fee / account holder | $208 | $413-49.7% | $4,904-95.8% | $479-56.6% |