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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION7+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $26,431 |
NATIONWIDE7+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $17,400 |
NATIONWIDE7+ years Service code 15 | Recordkeeping | $11,935 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Other fees; Securities brokerage | $9,925 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 02453 | Other fees; Securities brokerage | $5,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,187 | $47,766-1.2% | $82,744-43.0% | $64,819-27.2% |
| Participation rate | 61.8% | 67.7%-5.9pp | 72.6%-10.8pp | 71.5%-9.7pp |
| Annual return | -15.43% | -13.06%-2.4pp | 702.22%-717.7pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,440 | $2,182-34.0% | $3,008-52.1% | $2,507-42.6% |
| Participant deferral / active EE | $1,983 | $3,332-40.5% | $4,395-54.9% | $4,311-54.0% |
| Admin fee / account holder | $198 | $143+38.4% | $5,325-96.3% | $188+5.3% |