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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $116,405 |
BPAS2 years Filed as: BPS ACTURIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $43,073 |
Service code 21 · EIN 13-5674085 | Bank Trustee | $37,300 |
FIRST STATE TRUST COMPANY8+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $15,149 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 3.35% | 7.12%-3.8pp | 7.78%-4.4pp | 9.89%-6.5pp |
| Employer contribution / active EE | $21,878 | $10,929+100.2% | $32,517-32.7% | $14,313+52.9% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |