Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES GROUP Service code 27 · EIN 43-1708520 | Advisory (Plan) | $368,032 |
BMO HARRIS BANK NA1+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $143,494 |
MORGAN CREEK CAPITAL MANAGEMENT1+ years Service code 27 · EIN 98-1109159 | Advisory (Plan) | $0 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 8.99% | 9.41%-0.4pp | 5.00%+4.0pp | 9.19%-0.2pp |
| Employer contribution / active EE | $4,831 | $8,353-42.2% | $35,918-86.6% | $12,608-61.7% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |