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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $62,500 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 27 · EIN 04-3222046 | Advisory (Plan) | $62,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$503,789 |
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 | $50,960 | $64,311-20.8% | $110,243-53.8% | $75,289-32.3% |
| Participation rate | 92.3% | 79.3%+13.0pp | 79.8%+12.5pp | 72.4%+19.9pp |
| Annual return | 2.78% | -1.74%+4.5pp | 314.76%-312.0pp | -0.04%+2.8pp |
| Employer contribution / active EE | $1,654 | $2,404-31.2% | $3,827-56.8% | $2,405-31.2% |
| Participant deferral / active EE | $4,506 | $3,892+15.8% | $4,672-3.6% | $3,739+20.5% |
| Admin fee / account holder | $7 | $88-92.2% | $8,548-99.9% | $102-93.3% |