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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT FINANCIALCORPORATION Service code 13 · EIN 02-6405960 700 DISTRICT AVE · BURLINGTON, MA 01803 | Contract Administrator | $17,158 |
NATIONWIDE1+ years Service code 15 | Recordkeeping | $12,570 |
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant communication; Custodial ... | $6,037 |
SUMMIT FINANCIAL CORPORATION1+ years Service code 13 | Contract Administrator | $3,189 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 | Securities brokerage | $3,165 |
Participant contribution per participant 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 | $21,457 | $46,360-53.7% | $147,617-85.5% | $52,331-59.0% |
| Participation rate | 84.5% | 64.9%+19.6pp | 84.6%-0.1pp | 68.1%+16.4pp |
| Annual return | -1.39% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,471 | $2,126+16.2% | $5,564-55.6% | $1,882+31.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $183 | $766-76.2% | $11,612-98.4% | $592-69.1% |