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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) | $15,524 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $7,992 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,231 | $52,293-44.1% | $178,503-83.6% | $73,412-60.2% |
| Participation rate | 30.3% | 65.3%-35.0pp | 81.9%-51.6pp | 72.2%-41.8pp |
| Annual return | 13.49% | 34.75%-21.3pp | 151.12%-137.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $394 | $1,736-77.3% | $5,011-92.1% | $2,234-82.4% |
| Participant deferral / active EE | $637 | $2,333-72.7% | $5,202-87.8% | $3,806-83.3% |
| Admin fee / account holder | $164 | $127+28.4% | $13,987-98.8% | $158+3.6% |