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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 | Advisory (Plan) | $63,000 |
FIRST STATE TRUST COMPANY1+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $23,942 |
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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 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -2.55% | -1.76%-0.8pp | -2.13%-0.4pp | 2.81%-5.4pp |
| Employer contribution / active EE | $9,707 | $19,174-49.4% | $34,127-71.6% | $16,358-40.7% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |