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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY BANK, DIVISION OF AMERIS B Service code 21 · EIN 58-1174938 | Bank Trustee | $20,602 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,921 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION Service code 10 · EIN 31-1214674 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,228 | $77,816+14.7% | $123,552-27.8% | $64,173+39.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -25.56% | 12.49%-38.0pp | 119.20%-144.8pp | 7.63%-33.2pp |
| Employer contribution / active EE | $20,808 | $3,014+590.4% | $4,628+349.6% | $2,381+774.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $285 | $5,519-94.8% | $9,285-96.9% | $4,887-94.2% |