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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR9+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $37,183 |
CHARLES SCHWAB & CO., INC.9+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $0 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 22.44% | 7.22%+15.2pp | 6.70%+15.7pp | 8.21%+14.2pp |
| Employer contribution / active EE | $4,619 | $12,542-63.2% | $25,217-81.7% | $13,841-66.6% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |