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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $53,855 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $49,096 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $23,815 |
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 | $45,448 | $65,118-30.2% | $76,767-40.8% | $55,725-18.4% |
| Participation rate | 89.3% | 79.6%+9.7pp | 77.0%+12.3pp | 70.9%+18.4pp |
| Annual return | -5.20% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $927 | $1,941-52.3% | $2,485-62.7% | $2,078-55.4% |
| Participant deferral / active EE | $2,698 | $3,688-26.8% | $3,852-30.0% | $3,356-19.6% |
| Admin fee / account holder | $259 | $116+123.7% | $6,675-96.1% | $115+125.1% |