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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $23,169 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 13-2834414 21875 NETWORK PLACE · CHICAGO, IL 606731218 | Pension Consulting | $22,262 |
COMERICA BANK5+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $17,260 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 8182 MARYLAND AVE., 6TH FLOOR · ST. LOUIS, MO 63105 | Advisory (Plan) | $6,958 |
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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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 16.36% | 4.63%+11.7pp | 29.77%-13.4pp | 12.16%+4.2pp |
| Employer contribution / active EE | $65,645 | $51,918+26.4% | $33,607+95.3% | $44,747+46.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |