Filed September 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $82,461 |
FIRST STATE TRUST COMPANY1+ years Filed as: FIRST STATE TRUST Service code 19 · EIN 13-3124172 | Securities Custodian | $37,480 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $19,470 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $10,533 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVSTRS FD MGMT LLC Service code 28 · EIN 06-1349805 | Investment Management | $9,848 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -4.33% | 4.23%-8.6pp | 3.97%-8.3pp | 4.56%-8.9pp |
| Employer contribution / active EE | $0 | $16,147-100.0% | $28,168-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |