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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant loan processing; Recordke... | $14,197 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 · EIN 02-6405960 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $11,051 |
NATIONWIDE4+ years Service code 15 | Recordkeeping | $3,815 |
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 | $20,877 | $47,977-56.5% | $154,108-86.5% | $56,289-62.9% |
| Participation rate | 97.6% | 66.2%+31.5pp | 83.0%+14.6pp | 69.9%+27.8pp |
| Annual return | -6.67% | 3.54%-10.2pp | 735.21%-741.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,858 | $2,169+31.8% | $5,298-46.0% | $2,111+35.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $180 | $438-58.8% | $13,411-98.7% | $521-65.4% |