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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR10+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $40,850 |
CHARLES SCHWAB & CO., INC.10+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 13.23% | 7.37%+5.9pp | 9.14%+4.1pp | 9.77%+3.5pp |
| Employer contribution / active EE | $0 | $11,180-100.0% | $21,225-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |