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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION3+ years Service code 16 · EIN 04-3222046 | Consulting | $78,400 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$315,181 |
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 | $62,985 | $67,228-6.3% | $117,861-46.6% | $77,958-19.2% |
| Participation rate | 94.0% | 79.4%+14.6pp | 79.7%+14.4pp | 71.6%+22.4pp |
| Annual return | 44.63% | 19.13%+25.5pp | 335.11%-290.5pp | 20.87%+23.8pp |
| Employer contribution / active EE | $1,622 | $2,211-26.6% | $3,786-57.2% | $2,310-29.8% |
| Participant deferral / active EE | $4,525 | $3,653+23.9% | $4,482+1.0% | $3,537+28.0% |
| Admin fee / account holder | $6 | $76-92.7% | $8,021-99.9% | $97-94.3% |