Filed September 3, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES, INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $62,500 |
SILVERSTONE GROUP2+ years Service code 11 · EIN 47-0813106 | Actuarial | $55,161 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $50,426 |
UBS FINANCIAL SERVICES INC2+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $41,225 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $38,975 |
CASTLEARK MANAGEMENT LLC2+ years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $23,752 |
Service code 28 · EIN 13-3200244 | Investment Management | $21,700 |
Filed as: HARVEST FUND ADVISORS Service code 28 · EIN 13-4314689 | Investment Management | $19,696 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 38-3212521 | Investment Management | $17,416 |
PINNACLE ASSOCIATES LTD2+ years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $16,838 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.11% | 5.09%+1.0pp | 5.00%+1.1pp | 7.18%-1.1pp |
| Employer contribution / active EE | $3,379 | $7,393-54.3% | $35,918-90.6% | $13,095-74.2% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |