Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK4+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $106,121 |
WATKINS ROSS4+ years Filed as: WATKINS, ROSS & CO. Service code 11 · EIN 38-1477362 | Actuarial | $14,350 |
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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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.3%-47.3pp |
| Annual return | 1.11% | -238.73%+239.8pp | -100.31%+101.4pp | 12.16%-11.1pp |
| Employer contribution / active EE | $18,757 | $30,640-38.8% | $18,686+0.4% | $44,747-58.1% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |