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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) | $14,046 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $12,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,830 | $46,173-48.4% | $170,435-86.0% | $69,631-65.8% |
| Participation rate | 39.8% | 63.9%-24.1pp | 83.6%-43.8pp | 70.7%-30.9pp |
| Annual return | 13.52% | 21.62%-8.1pp | 205.94%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $413 | $1,610-74.4% | $5,432-92.4% | $2,032-79.7% |
| Participant deferral / active EE | $793 | $2,080-61.9% | $4,939-83.9% | $3,224-75.4% |
| Admin fee / account holder | $147 | $116+27.2% | $13,881-98.9% | $110+33.5% |