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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT GROUP RETIREMENT Service code 27 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $11,018 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,429 | $46,072-29.6% | $69,779-53.5% | $55,167-41.2% |
| Participation rate | 50.5% | 67.5%-17.0pp | 71.8%-21.3pp | 69.0%-18.5pp |
| Annual return | 7.23% | 8.68%-1.4pp | 12.99%-5.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $536 | $1,500-64.3% | $2,338-77.1% | $1,963-72.7% |
| Participant deferral / active EE | $693 | $2,344-70.4% | $2,931-76.3% | $3,054-77.3% |
| Admin fee / account holder | $170 | $428-60.2% | $4,381-96.1% | $504-66.2% |