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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR4+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $28,002 |
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $0 |
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Annual investment return 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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 7.75% | 15.46%-7.7pp | 18.06%-10.3pp | 16.32%-8.6pp |
| Employer contribution / active EE | $5,331 | $10,289-48.2% | $30,411-82.5% | $17,007-68.7% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |