Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK2+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $231,709 |
WATKINS ROSS2+ years Filed as: WATKINS, ROSS & CO. Service code 11 · EIN 38-1477362 | Actuarial | $28,894 |
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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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 11.20% | 12.12%-0.9pp | 337.46%-326.3pp | 13.95%-2.7pp |
| Employer contribution / active EE | $8,276 | $13,419-38.3% | $20,191-59.0% | $16,598-50.1% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |