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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (securities); Recordkeeping... | $12,437 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 · EIN 02-6405960 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $11,608 |
NATIONWIDE5+ years Service code 15 | Recordkeeping | $3,230 |
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 | $24,769 | $52,961-53.2% | $172,752-85.7% | $65,185-62.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.23% | 30.12%-8.9pp | 802.97%-781.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $3,140 | $2,190+43.4% | $5,144-39.0% | $2,177+44.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $168 | $472-64.4% | $13,955-98.8% | $847-80.2% |