Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK6+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $231,905 |
WATKINS ROSS6+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $24,699 |
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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 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 20.79% | 14.66%+6.1pp | 11.38%+9.4pp | 11.84%+9.0pp |
| Employer contribution / active EE | $5,521 | $10,832-49.0% | $18,467-70.1% | $17,339-68.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |