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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,624 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT GROUP RETIREMENT Service code 27 431 EXTON COMMONS · EXTON, PA 19341 | Advisory (Plan) | $13,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,038 | $41,016-65.8% | $152,093-90.8% | $64,097-78.1% |
| Participation rate | 96.9% | 51.3%+45.6pp | 77.8%+19.2pp | 55.2%+41.8pp |
| Annual return | 11.71% | 39.60%-27.9pp | 66.36%-54.7pp | 34.64%-22.9pp |
| Employer contribution / active EE | $2,228 | $1,342+66.0% | $4,175-46.6% | $1,891+17.8% |
| Participant deferral / active EE | $1,859 | $1,927-3.5% | $5,451-65.9% | $3,080-39.6% |
| Admin fee / account holder | $146 | $2,305-93.7% | $14,497-99.0% | $3,454-95.8% |