Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK10+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $72,486 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $38,413 |
WATKINS ROSS1 year Filed as: WATKINS, ROSS & CO Service code 11 · EIN 38-1477362 | Actuarial | $925 |
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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 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 11.1%-11.1pp | 2.7%-2.7pp |
| Annual return | 7.07% | 8.35%-1.3pp | 3.16%+3.9pp | 8.35%-1.3pp |
| Employer contribution / active EE | $0 | $17,935-100.0% | $21,438-100.0% | $17,935-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |