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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% | $256,363-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 34.2%-34.2pp | 2.7%-2.7pp |
| Annual return | 9.74% | 8.35%+1.4pp | 5.46%+4.3pp | 8.35%+1.4pp |
| Employer contribution / active EE | $0 | $17,935-100.0% | $28,604-100.0% | $17,935-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $20-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $6,551-100.0% | $200-100.0% |