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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT FINANCIALCORPORATION Service code 13 · EIN 02-6405960 700 DISTRICT AVE · BURLINGTON, MA 01803 | Contract Administrator | $16,840 |
NATIONWIDE2+ years Service code 15 | Recordkeeping | $8,269 |
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Distribution (12b... | $7,789 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 | Securities brokerage | $3,051 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 | Contract Administrator | $2,809 |
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 | $19,642 | $46,732-58.0% | $156,551-87.5% | $55,167-64.4% |
| Participation rate | 98.2% | 65.8%+32.4pp | 84.0%+14.2pp | 69.0%+29.2pp |
| Annual return | 7.09% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,635 | $2,105+25.2% | $5,501-52.1% | $1,963+34.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $155 | $418-63.0% | $13,028-98.8% | $504-69.3% |