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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BANK OF INDIANAPOLIS1+ years Service code 21 · EIN 35-1904483 | Bank Trustee | $16,982 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES, INC. Service code 27 8182 MARYLAND AVENUE · ST LOUIS, MO 63105 | Advisory (Plan) | $6,112 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 18.86% | 12.23%+6.6pp | 10.36%+8.5pp | 13.95%+4.9pp |
| Employer contribution / active EE | $5,000 | $18,059-72.3% | $37,738-86.8% | $16,598-69.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |