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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION8+ years Service code 13 · EIN 02-6405960 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $13,334 |
NATIONWIDE8+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Securities brokera... | $13,143 |
NATIONWIDE8+ years Service code 15 | Recordkeeping | $1,086 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,287 | $65,092-61.2% | $143,799-82.4% | $66,938-62.2% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -18.96% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,442 | $2,362+45.8% | $4,952-30.5% | $2,545+35.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $173 | $502-65.5% | $14,677-98.8% | $594-70.8% |