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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $11,954 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $7,079 |
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 | $24,530 | $55,453-55.8% | $170,435-85.6% | $62,293-60.6% |
| Participation rate | 80.3% | 66.4%+13.9pp | 83.6%-3.3pp | 69.5%+10.8pp |
| Annual return | 13.70% | 21.38%-7.7pp | 205.94%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,596 | $2,164-26.2% | $5,432-70.6% | $2,042-21.8% |
| Participant deferral / active EE | $2,517 | $2,303+9.3% | $4,939-49.0% | $3,169-20.6% |
| Admin fee / account holder | $153 | $455-66.4% | $13,881-98.9% | $479-68.1% |