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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 | Advisory (Plan) | $145,926 |
USI CONSULTING GROUP5 years Service code 11 · EIN 06-1053228 | Actuarial | $88,302 |
FIRST STATE TRUST COMPANY10+ years Filed as: FIRST STATE TRUST Service code 21 · EIN 13-3124172 | Bank Trustee | $11,066 |
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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 | $36,224-100.0% | $297,102-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 35.4%-35.4pp | 2.4%-2.4pp |
| Annual return | 9.74% | 7.94%+1.8pp | 7.91%+1.8pp | 7.94%+1.8pp |
| Employer contribution / active EE | $0 | $18,544-100.0% | $29,328-100.0% | $18,544-100.0% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $17-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,077-100.0% | $200-100.0% |