Filed September 3, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP3+ years Service code 11 · EIN 47-0813106 | Actuarial | $67,750 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES, INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $66,458 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $51,140 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $50,519 |
Filed as: TRUMBALL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $31,911 |
Service code 28 · EIN 13-3200244 | Investment Management | $25,246 |
HARVEST FUND ADVISORS LLC2 years Filed as: HARVEST FUND ADVISORS Service code 28 · EIN 13-4314689 | Investment Management | $24,814 |
PINNACLE ASSOCIATES LTD3+ years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $19,156 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 38-3212521 | Investment Management | $18,083 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $17,223 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 14.81% | 12.40%+2.4pp | 10.16%+4.7pp | 23.90%-9.1pp |
| Employer contribution / active EE | $3,207 | $8,748-63.3% | $33,192-90.3% | $16,539-80.6% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |