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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $47,628 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $40,219 |
FIRST STATE TRUST COMPANY5 years Service code 21 · EIN 13-3124172 | Bank Trustee | $10,547 |
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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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 3.13% | 9.67%-6.5pp | 7.69%-4.6pp | 22.81%-19.7pp |
| Employer contribution / active EE | $7,700 | $11,016-30.1% | $28,501-73.0% | $18,290-57.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |