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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $79,457 |
SUMMIT FINANCIAL CORPORATION3+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $61,199 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $22,655 |
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 | $50,852 | $69,305-26.6% | $82,312-38.2% | $69,631-27.0% |
| Participation rate | 88.8% | 80.3%+8.5pp | 76.9%+11.9pp | 70.7%+18.1pp |
| Annual return | 14.27% | 21.47%-7.2pp | 25.88%-11.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $995 | $1,887-47.2% | $2,428-59.0% | $2,032-51.0% |
| Participant deferral / active EE | $2,701 | $3,568-24.3% | $3,706-27.1% | $3,224-16.2% |
| Admin fee / account holder | $278 | $97+186.4% | $5,608-95.0% | $110+152.1% |