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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY6+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $65,863 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 8.84% | -14.68%+23.5pp | -2.84%+11.7pp | 259.19%-250.3pp |
| Employer contribution / active EE | $17,604 | $47,728-63.1% | $33,329-47.2% | $41,472-57.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |