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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8764829 | Advisory (Plan) | $324,350 |
FIRST STATE TRUST COMPANY6+ years Service code 59 · EIN 13-3124172 | Shareholder Servicing | $89,211 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 12.73% | 8.76%+4.0pp | 8.41%+4.3pp | 8.76%+4.0pp |
| Employer contribution / active EE | $0 | $16,650-100.0% | $41,333-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |