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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $63,504 |
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $59,051 |
FIRST STATE TRUST COMPANY2 years Service code 21 · EIN 13-3124172 | Bank Trustee | $19,707 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 3.73% | 10.60%-6.9pp | -2.84%+6.6pp | 627.08%-623.4pp |
| Employer contribution / active EE | $4,260 | $19,729-78.4% | $33,329-87.2% | $18,824-77.4% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |