Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK8+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $306,379 |
WATKINS ROSS8+ years Filed as: WATKINS, ROSS & CO. Service code 11 · EIN 38-1477362 | Actuarial | $34,262 |
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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 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 11.02% | 8.84%+2.2pp | 9.51%+1.5pp | 9.89%+1.1pp |
| Employer contribution / active EE | $7,261 | $10,586-31.4% | $23,377-68.9% | $14,313-49.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |