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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 31 · EIN 13-5657518 | Named fiduciary | $67,133 |
FIRST STATE TRUST COMPANY3+ years Service code 13 | Contract Administrator | $47,758 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 31 · EIN 26-4310632 | Named fiduciary | $33,889 |
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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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 14.81% | 12.03%+2.8pp | 14.41%+0.4pp | 23.90%-9.1pp |
| Employer contribution / active EE | $4,272 | $30,615-86.0% | $45,283-90.6% | $16,539-74.2% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |