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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $13,450 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $6,415 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 | Other fees; Securities brokerage | $2,288 |
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 | $24,750 | $46,732-47.0% | $156,551-84.2% | $55,167-55.1% |
| Participation rate | 72.6% | 65.8%+6.8pp | 84.0%-11.4pp | 69.0%+3.6pp |
| Annual return | 10.73% | 17.72%-7.0pp | 32.23%-21.5pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,404 | $2,105-33.3% | $5,501-74.5% | $1,963-28.4% |
| Participant deferral / active EE | $2,477 | $2,204+12.4% | $4,871-49.1% | $3,054-18.9% |
| Admin fee / account holder | $105 | $418-74.9% | $13,028-99.2% | $504-79.2% |