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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 31 · EIN 13-5657518 | Named fiduciary | $45,916 |
FIRST STATE TRUST COMPANY1+ years Service code 13 | Contract Administrator | $28,420 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 31 · EIN 26-4310632 | Named fiduciary | $15,060 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | 6.38% | -2.09%+8.5pp | -1.68%+8.1pp | -0.60%+7.0pp |
| Employer contribution / active EE | $386 | $29,352-98.7% | $44,959-99.1% | $12,272-96.9% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |