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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION3+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $22,989 |
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $18,152 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage | $9,152 |
NATIONWIDE3+ years Service code 15 | Recordkeeping | $6,142 |
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 | $40,391 | $43,999-8.2% | $79,467-49.2% | $55,725-27.5% |
| Participation rate | 54.8% | 66.9%-12.1pp | 73.3%-18.5pp | 70.9%-16.0pp |
| Annual return | 9.34% | 1.81%+7.5pp | 718.30%-709.0pp | 244.93%-235.6pp |
| Employer contribution / active EE | $896 | $1,830-51.0% | $2,800-68.0% | $2,078-56.9% |
| Participant deferral / active EE | $1,845 | $2,538-27.3% | $3,704-50.2% | $3,356-45.0% |
| Admin fee / account holder | $208 | $118+76.8% | $5,104-95.9% | $115+80.4% |