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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISOR8+ years Service code 27 · EIN 46-3636065 | Advisory (Plan) | $33,551 |
CHARLES SCHWAB & CO., INC.8+ 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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 6.30% | 9.49%-3.2pp | 15.31%-9.0pp | 9.89%-3.6pp |
| Employer contribution / active EE | $3,954 | $12,214-67.6% | $28,686-86.2% | $14,313-72.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |