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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $28,988 |
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $17,795 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage | $11,356 |
NATIONWIDE5+ years Service code 15 | Recordkeeping | $7,842 |
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 | $46,022 | $52,722-12.7% | $90,440-49.1% | $73,412-37.3% |
| Participation rate | 53.7% | 67.7%-14.1pp | 72.7%-19.0pp | 72.2%-18.5pp |
| Annual return | 5.05% | 20.70%-15.7pp | 1294.38%-1289.3pp | 59.30%-54.2pp |
| Employer contribution / active EE | $1,062 | $1,872-43.2% | $3,263-67.4% | $2,234-52.4% |
| Participant deferral / active EE | $1,959 | $2,810-30.3% | $3,964-50.6% | $3,806-48.5% |
| Admin fee / account holder | $219 | $117+87.7% | $5,615-96.1% | $158+38.9% |