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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC6 years Service code 11 · EIN 27-1175487 | Actuarial | $68,508 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $24,033 |
FIRST STATE TRUST COMPANY6 years Service code 21 · EIN 13-3124172 | Bank Trustee | $5,530 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 9.31% | 7.25%+2.1pp | 5.04%+4.3pp | 8.21%+1.1pp |
| Employer contribution / active EE | $5,927 | $13,308-55.5% | $26,454-77.6% | $13,841-57.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |