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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY7+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $37,865 |
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Participant contribution per participant 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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 11.58% | 11.70%-0.1pp | 7.32%+4.3pp | 18.35%-6.8pp |
| Employer contribution / active EE | $2,639 | $9,106-71.0% | $23,426-88.7% | $14,669-82.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |