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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 8182 MARYLAND AVE., 6TH FLOOR · ST. LOUIS, MO 63105 | Advisory (Plan) | $91,489 |
LITTLER MENDELSON, P.C.2+ years Service code 29 · EIN 94-2602731 1100 SUPERIOR AVENUE EAST, 20TH FLO · CLEVELAND, OH 44114 | Legal | $74,789 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $31,448 |
COMERICA BANK2+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $18,189 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 7.35% | 16.85%-9.5pp | 5.44%+1.9pp | 11.88%-4.5pp |
| Employer contribution / active EE | $21,080 | $10,313+104.4% | $25,481-17.3% | $14,612+44.3% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |