Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT Service code 21 · EIN 43-1708520 | Bank Trustee | $706,768 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA-LONG DURATION US TREASURY SEC Service code 21 · EIN 48-1140940 | Bank Trustee | $359,600 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $286,410 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $262,890 |
KILTEARN PARTNERS LLP2+ years Filed as: KILTEARN GLOBAL Service code 21 · EIN 27-4585908 | Bank Trustee | $184,081 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $155,001 |
Filed as: INVESTEC EMERG MKTS Service code 21 · EIN 27-3203031 | Bank Trustee | $146,511 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MGMT Service code 21 · EIN 32-0442982 | Bank Trustee | $76,116 |
CENTANA1 year Filed as: CENTANA GROWTH Service code 21 · EIN 47-5037784 | Bank Trustee | $62,112 |
PINNACLE ASSOCIATES LTD1 year Filed as: PINNACLE ASSOCIATES Service code 21 · EIN 32-0442982 | Bank Trustee | $54,001 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.01% | 9.41%-2.4pp | 5.00%+2.0pp | 9.19%-2.2pp |
| Employer contribution / active EE | $4,476 | $8,353-46.4% | $35,918-87.5% | $12,608-64.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |