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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT CPA GROUP6 years Service code 10 · EIN 11-3730017 9815 DAWSONS CREEK BLVD · FT. WAYNE, IN 46825 | Accounting | $8,909 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,150 | $65,125+4.6% | $143,797-52.6% | $66,949+1.8% |
| Participation rate | 74.3% | 65.2%+9.1pp | 80.3%-6.0pp | 69.8%+4.5pp |
| Annual return | -14.12% | -11.13%-3.0pp | -0.04%-14.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,107 | $2,362-53.1% | $4,952-77.6% | $2,545-56.5% |
| Participant deferral / active EE | $6,265 | $2,920+114.5% | $5,638+11.1% | $4,239+47.8% |
| Admin fee / account holder | $289 | $503-42.5% | $14,679-98.0% | $594-51.3% |