| Provider | Service type | Compensation |
|---|---|---|
DIANE FITZBERGER3 years Filed as: DIANE FLORIAN Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $62,876 |
SUMMIT FINANCIAL CORPORATION6 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 50 · EIN 20-3838633 | Direct Payment | $60,225 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KARRI STEINMACHER7+ years Service code 50 · EIN 22-6220288 | Direct Payment | $59,665 |
MSPC4 years Service code 10 · EIN 22-2951202 | Accounting | $51,233 |
KATHLEEN RZEPLINSKI3 years Filed as: KATHLEEN KYREAKAKIS Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $47,859 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $43,648 |
VANDA NENO4 years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $29,963 |
Service code 15 · EIN 52-2081949 | Recordkeeping | $12,395 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 51 · EIN 31-0841368 | Investment Mgmt Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 210.40% | -4.95%+215.4pp | 22.50%+187.9pp | 2.78%+207.6pp |
| Employer contribution / active EE | $8,373 | $15,740-46.8% | $33,849-75.3% | $15,276-45.2% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |