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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $26,330 |
NATIONWIDE1+ years Service code 15 | Recordkeeping | $13,848 |
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $11,488 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,765 | $39,859-17.8% | $78,676-58.4% | $57,658-43.2% |
| Participation rate | 49.8% | 66.1%-16.3pp | 73.6%-23.7pp | 70.2%-20.4pp |
| Annual return | 9.30% | 18.96%-9.7pp | 62.19%-52.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $793 | $1,786-55.6% | $2,850-72.2% | $1,974-59.8% |
| Participant deferral / active EE | $1,508 | $2,248-32.9% | $3,517-57.1% | $3,061-50.7% |
| Admin fee / account holder | $184 | $76+141.0% | $4,510-95.9% | $95+94.2% |