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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $14,543 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $13,372 |
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 | $27,893 | $47,977-41.9% | $154,108-81.9% | $56,289-50.4% |
| Participation rate | 75.9% | 66.2%+9.8pp | 83.0%-7.1pp | 69.9%+6.1pp |
| Annual return | 4.38% | 3.54%+0.8pp | 735.21%-730.8pp | -9.96%+14.3pp |
| Employer contribution / active EE | $1,465 | $2,169-32.4% | $5,298-72.3% | $2,111-30.6% |
| Participant deferral / active EE | $2,421 | $2,392+1.2% | $5,081-52.3% | $3,350-27.7% |
| Admin fee / account holder | $258 | $438-41.1% | $13,411-98.1% | $521-50.4% |