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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK2+ years Service code 21 · EIN 37-0923942 | Bank Trustee | $57,396 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING LLC Service code 11 · EIN 06-1454513 | Actuarial | $28,550 |
BLAIR WESTFALL & CO PC1 year Filed as: BLAIR WESTFALL & CO. Service code 10 · EIN 26-0166339 | Accounting | $15,500 |
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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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -5.19% | -2.38%-2.8pp | -0.41%-4.8pp | 10.56%-15.7pp |
| Employer contribution / active EE | $36,543 | $9,517+284.0% | $15,396+137.4% | $13,643+167.9% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |