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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR2+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $34,560 |
CHARLES SCHWAB & CO., INC.2+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $105 |
Filed as: CHARLES SCHWAB BANK Service code 27 · EIN 42-1558009 | Advisory (Plan) | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 10.38% | 18.28%-7.9pp | 10.53%-0.1pp | 13.95%-3.6pp |
| Employer contribution / active EE | $2,316 | $11,746-80.3% | $29,360-92.1% | $16,598-86.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |