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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR6+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $35,324 |
CHARLES SCHWAB & CO., INC.6+ 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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 25.54% | 8.66%+16.9pp | 36.37%-10.8pp | 11.84%+13.7pp |
| Employer contribution / active EE | $2,720 | $10,755-74.7% | $37,223-92.7% | $17,339-84.3% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |