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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,026 |
SUMMIT FINANCIAL CORPORATION1+ years Service code 13 · EIN 04-3222046 700 THE DISTRICT · BURLINGTON, MA 01803 | Contract Administrator | $2,935 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 | Other fees; Securities brokerage | $1,167 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,912 | $75,832-86.9% | $147,617-93.3% | $59,633-83.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.95% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $807 | $3,485-76.8% | $5,564-85.5% | $2,203-63.3% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $48 | $5,986-99.2% | $11,612-99.6% | $4,297-98.9% |