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) | $113,319 |
WATKINS ROSS1 year Service code 11 · EIN 38-1477362 | Actuarial | $10,604 |
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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 | $38,981-100.0% | $38,981-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 19.28% | 9.97%+9.3pp | 11.38%+7.9pp | 9.30%+10.0pp |
| Employer contribution / active EE | $33,001 | $28,819+14.5% | $18,467+78.7% | $43,748-24.6% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |