Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK3+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $108,924 |
WATKINS ROSS3+ years Filed as: WATKINS, ROSS & CO. Service code 11 · EIN 38-1477362 | Actuarial | $11,050 |
Filed as: WEINLANDER FITZHUGH Service code 10 · EIN 38-2272300 | Accounting | $5,400 |
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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 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | 8.91% | -2.11%+11.0pp | -0.41%+9.3pp | -82.67%+91.6pp |
| Employer contribution / active EE | $36,059 | $24,662+46.2% | $15,396+134.2% | $43,771-17.6% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |