Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK10+ years Service code 26 1004 N MICHIGAN AVE. · SAGINAW, MO 48602 | Advisory (Participants) | $60,562 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $40,903 |
WATKINS ROSS1 year Filed as: WATKINS, ROSS & CO Service code 11 · EIN 38-1477362 | Actuarial | $21,905 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 28 · EIN 43-1270780 | Investment Management | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | $280,286-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 9.1%-9.1pp | 15.3%-15.3pp |
| Annual return | 7.30% | 9.75%-2.5pp | 8.97%-1.7pp | 9.75%-2.5pp |
| Employer contribution / active EE | $0 | $13,830-100.0% | $21,090-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $110-100.0% | $54-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |