Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK7+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $251,929 |
WATKINS ROSS7+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $27,355 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -8.26% | -5.85%-2.4pp | -2.63%-5.6pp | 39.77%-48.0pp |
| Employer contribution / active EE | $4,850 | $11,714-58.6% | $29,813-83.7% | $19,959-75.7% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |