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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY9+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $34,133 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 5.98% | 3.70%+2.3pp | 7.69%-1.7pp | 24.44%-18.5pp |
| Employer contribution / active EE | $76,231 | $38,258+99.3% | $28,501+167.5% | $41,356+84.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |