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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $25,238 |
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $16,173 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage | $10,052 |
NATIONWIDE4+ years Service code 15 | Recordkeeping | $6,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,784 | $54,237-23.0% | $90,304-53.7% | $67,579-38.2% |
| Participation rate | 60.4% | 68.6%-8.2pp | 73.3%-12.9pp | 71.3%-10.9pp |
| Annual return | 6.73% | 37.27%-30.5pp | 78.13%-71.4pp | 378.56%-371.8pp |
| Employer contribution / active EE | $976 | $1,846-47.1% | $2,855-65.8% | $2,148-54.6% |
| Participant deferral / active EE | $1,919 | $2,625-26.9% | $3,885-50.6% | $3,539-45.8% |
| Admin fee / account holder | $194 | $123+57.4% | $5,354-96.4% | $142+36.5% |