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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $22,038 |
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $13,962 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage | $7,585 |
NATIONWIDE2+ years Service code 15 | Recordkeeping | $7,051 |
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 | $37,932 | $46,100-17.7% | $86,582-56.2% | $69,631-45.5% |
| Participation rate | 51.9% | 67.2%-15.2pp | 73.5%-21.6pp | 70.7%-18.7pp |
| Annual return | 19.17% | 21.02%-1.9pp | 965.08%-945.9pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $833 | $1,850-55.0% | $2,839-70.7% | $2,032-59.0% |
| Participant deferral / active EE | $1,751 | $2,432-28.0% | $3,609-51.5% | $3,224-45.7% |
| Admin fee / account holder | $190 | $94+102.9% | $4,904-96.1% | $110+72.4% |