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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY7+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $76,813 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 11.42% | 4.93%+6.5pp | 7.32%+4.1pp | 9.30%+2.1pp |
| Employer contribution / active EE | $20,111 | $32,616-38.3% | $23,426-14.2% | $43,750-54.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |