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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 14 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Plan Administrator | $10,726 |
Filed as: SUMMIT GLOBAL INVESTMENTS, LLC Service code 15 · EIN 27-3616371 620 S. MAIN ST. · BOUNTIFUL, UT 84010 | Recordkeeping | $10,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,027 | $80,763-67.8% | $102,412-74.6% | $74,459-65.0% |
| Participation rate | 87.8% | 65.7%+22.1pp | 74.5%+13.3pp | 67.2%+20.6pp |
| Annual return | 9.91% | 27.57%-17.7pp | 24.94%-15.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $5,500 | $3,160+74.1% | $3,870+42.1% | $2,626+109.4% |
| Participant deferral / active EE | $1,978 | $3,862-48.8% | $5,060-60.9% | $4,350-54.5% |
| Admin fee / account holder | $300 | $2,371-87.3% | $8,388-96.4% | $1,945-84.6% |