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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $12,928 |
SUMMIT FINANCIAL CORPORATION1+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $6,297 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 | Securities brokerage; Other fees | $2,503 |
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 | $19,783 | $46,360-57.3% | $147,617-86.6% | $52,331-62.2% |
| Participation rate | 67.2% | 64.9%+2.3pp | 84.6%-17.4pp | 68.1%-0.9pp |
| Annual return | -1.06% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,442 | $2,258+8.2% | $4,895-50.1% | $3,022-19.2% |
| Admin fee / account holder | $101 | $766-86.8% | $11,612-99.1% | $592-82.9% |