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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 | Bank Trustee | $174,622 |
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $71,240 |
Service code 21 · EIN 13-5674085 | Bank Trustee | $40,854 |
FIRST STATE TRUST COMPANY3+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $27,789 |
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $15,832 |
BECHER DELLA TORRE GITTO & CO.3+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $14,435 |
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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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 1.25% | 1.95%-0.7pp | -0.33%+1.6pp | 10.56%-9.3pp |
| Employer contribution / active EE | $7,708 | $13,608-43.4% | $25,782-70.1% | $13,643-43.5% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |