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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 | Bank Trustee | $156,500 |
BPAS4+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $70,563 |
Service code 21 · EIN 13-5674085 | Bank Trustee | $23,533 |
FIRST STATE TRUST COMPANY4+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $23,128 |
BECHER DELLA TORRE GITTO & CO.4+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $13,250 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $9,120 |
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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 | $38,077-100.0% | $143,222-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 57.6%-57.6pp | 13.0%-13.0pp |
| Annual return | 3.88% | 8.86%-5.0pp | 8.97%-5.1pp | 13.59%-9.7pp |
| Employer contribution / active EE | $25,854 | $8,919+189.9% | $37,026-30.2% | $14,592+77.2% |
| Participant deferral / active EE | $0 | $774-100.0% | $1,023-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,716-100.0% | $2,546-100.0% | $29,657-100.0% |