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) | $114,235 |
WATKINS ROSS2 years Service code 11 · EIN 38-1477362 | Actuarial | $14,650 |
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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 | $75,030-100.0% | $75,030-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.5%-44.5pp |
| Annual return | -15.27% | -10.20%-5.1pp | -2.63%-12.6pp | -14.65%-0.6pp |
| Employer contribution / active EE | $20,698 | $48,508-57.3% | $29,813-30.6% | $46,321-55.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,582-100.0% |