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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Service code 11 · EIN 04-3222046 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Actuarial | $143,654 |
EATON VANCE1+ years Service code 27 · EIN 04-3101341 | Advisory (Plan) | $105,417 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $9,879 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.69% | 17.94%-11.3pp | 5.44%+1.2pp | 7.18%-0.5pp |
| Employer contribution / active EE | $15,549 | $12,263+26.8% | $25,481-39.0% | $13,095+18.7% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |