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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 | Bank Trustee | $180,254 |
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 17 · EIN 30-0192194 | Pension Consulting | $65,300 |
Service code 21 · EIN 13-5674085 | Bank Trustee | $35,431 |
FIRST STATE TRUST COMPANY2+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $29,293 |
BECHER DELLA TORRE GITTO & CO.2+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $18,385 |
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 | Actuarial | $12,771 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $7,296 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 1.04% | 11.07%-10.0pp | 9.35%-8.3pp | 13.95%-12.9pp |
| Employer contribution / active EE | $14,090 | $14,286-1.4% | $25,504-44.8% | $16,598-15.1% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |