Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK1+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $53,816 |
WATKINS ROSS1+ years Filed as: WATKINS, ROSS & CO. Service code 11 · EIN 38-1477362 | Actuarial | $13,830 |
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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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | 9.37% | 34.58%-25.2pp | 18.87%-9.5pp | 4.16%+5.2pp |
| Employer contribution / active EE | $21,644 | $32,305-33.0% | $19,828+9.2% | $42,918-49.6% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |