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| Provider | Service type | Compensation |
|---|---|---|
HUMMEL WEALTH MANAGEMENT2 years Service code 26 · EIN 47-2613993 P.O. BOX 250 · BERLIN, OH 44610 | Advisory (Participants) | $6,018 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT BENEFIT SOLUTIONS Service code 15 · EIN 34-1888990 630 LEXINGTON AVENUE · MANSFIELD, OH 44907 | Recordkeeping | $5,158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,039 | $63,314-73.1% | $91,004-81.3% | $62,293-72.6% |
| Participation rate | 71.6% | 73.3%-1.8pp | 75.6%-4.1pp | 69.5%+2.0pp |
| Annual return | 19.58% | 21.00%-1.4pp | 4.60%+15.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,370 | $1,807-24.2% | $2,456-44.2% | $2,042-32.9% |
| Participant deferral / active EE | $1,723 | $2,944-41.5% | $3,548-51.4% | $3,169-45.6% |
| Admin fee / account holder | $135 | $468-71.2% | $5,417-97.5% | $479-71.9% |