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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 13-2655998 | Investment Management | $57,627 |
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 | Actuarial | $50,470 |
FIRST STATE TRUST COMPANY4 years Service code 21 · EIN 13-3124172 | Bank Trustee | $9,921 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -11.76% | -3.51%-8.3pp | -5.12%-6.6pp | -5.25%-6.5pp |
| Employer contribution / active EE | $4,225 | $11,313-62.7% | $31,020-86.4% | $15,161-72.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |