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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL Service code 26 5850 CENTURE DR. STE A · DUBLIN, OH 43017 | Advisory (Participants) | $14,207 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $9,599 |
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.
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 | $22,591 | $36,916-38.8% | $156,551-85.6% | $57,658-60.8% |
| Participation rate | 30.9% | 63.4%-32.5pp | 84.0%-53.1pp | 70.2%-39.3pp |
| Annual return | 6.48% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $316 | $1,571-79.9% | $5,501-94.3% | $1,974-84.0% |
| Participant deferral / active EE | $571 | $1,926-70.4% | $4,871-88.3% | $3,061-81.3% |
| Admin fee / account holder | $128 | $82+55.3% | $13,028-99.0% | $95+35.5% |