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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $13,741 |
SUMMIT FINANCIAL CORPORATION8+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $11,431 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $5,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,529 | $65,125-54.7% | $143,797-79.5% | $66,949-55.9% |
| Participation rate | 80.3% | 65.2%+15.1pp | 80.3%0pp | 69.8%+10.5pp |
| Annual return | -15.05% | -11.13%-3.9pp | -0.04%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,450 | $2,362-38.6% | $4,952-70.7% | $2,545-43.0% |
| Participant deferral / active EE | $3,071 | $2,920+5.2% | $5,638-45.5% | $4,239-27.6% |
| Admin fee / account holder | $162 | $503-67.8% | $14,679-98.9% | $594-72.7% |