Filed December 17, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK4+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $208,905 |
WATKINS ROSS4+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $29,218 |
WEINLANDER FITZHUGH, P.C.2 years Filed as: WEINLANDER FITZHUGH Service code 10 · EIN 38-2272300 | Accounting | $6,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 2.47% | 38.09%-35.6pp | -100.31%+102.8pp | 16.32%-13.9pp |
| Employer contribution / active EE | $5,873 | $10,322-43.1% | $18,686-68.6% | $17,007-65.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |