Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES GROUP Service code 27 · EIN 43-1708520 | Advisory (Plan) | $324,681 |
Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $210,742 |
BMO HARRIS BANK NA3+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $177,096 |
MORGAN CREEK CAPITAL MANAGEMENT3+ 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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 6.82% | 9.64%-2.8pp | -102.04%+108.9pp | 33.37%-26.5pp |
| Employer contribution / active EE | $7,393 | $8,034-8.0% | $36,232-79.6% | $11,253-34.3% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |