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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR1+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $19,253 |
CHARLES SCHWAB & CO., INC.1+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $310 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FUNDS Service code 71 · EIN 42-1520346 | Brokerage Fees | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 71 · EIN 52-2264646 | Brokerage Fees | $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.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 3.86% | 7.64%-3.8pp | 7.98%-4.1pp | 11.88%-8.0pp |
| Employer contribution / active EE | $1,757 | $10,406-83.1% | $23,724-92.6% | $14,612-88.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |