Filed December 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK8+ years Service code 26 · EIN 36-6841859 | Advisory (Participants) | $102,400 |
WATKINS ROSS3 years Service code 11 · EIN 38-1477362 | Actuarial | $14,525 |
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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 | $101,802-100.0% | $101,802-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.9%-55.9pp |
| Annual return | 10.26% | 7.69%+2.6pp | 9.51%+0.8pp | 24.44%-14.2pp |
| Employer contribution / active EE | $37,450 | $34,561+8.4% | $23,377+60.2% | $41,344-9.4% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |