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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $10,945 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $9,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,915 | $52,967-43.5% | $172,753-82.7% | $65,186-54.1% |
| Participation rate | 75.0% | 66.2%+8.8pp | 82.6%-7.6pp | 70.2%+4.8pp |
| Annual return | 19.46% | 30.12%-10.7pp | 803.00%-783.5pp | 29.39%-9.9pp |
| Employer contribution / active EE | $1,187 | $2,190-45.8% | $5,144-76.9% | $2,177-45.5% |
| Participant deferral / active EE | $2,192 | $2,471-11.3% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $173 | $472-63.2% | $13,956-98.8% | $847-79.5% |