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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $50,739 |
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 13-2655998 | Investment Management | $47,675 |
FIRST STATE TRUST COMPANY5 years Service code 21 · EIN 13-3124172 | Bank Trustee | $5,343 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 4.00% | 8.82%-4.8pp | 7.69%-3.7pp | 9.89%-5.9pp |
| Employer contribution / active EE | $7,229 | $12,837-43.7% | $28,501-74.6% | $14,313-49.5% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |