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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7 years Service code 11 · EIN 27-1175487 | Actuarial | $61,847 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $36,593 |
FIRST STATE TRUST COMPANY7 years Service code 21 · EIN 13-3124172 | Bank Trustee | $7,818 |
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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 | $0 | $24,265-100.0% | $136,833-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 9.3%-9.3pp |
| Annual return | 2.49% | 10.08%-7.6pp | -1.97%+4.5pp | 9.76%-7.3pp |
| Employer contribution / active EE | $8,279 | $16,866-50.9% | $19,908-58.4% | $12,965-36.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,412-100.0% | $4,785-100.0% |