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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWER WATSON DELWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $120,652 |
SAGE ADVISORY SERVICES1 year Service code 27 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Advisory (Plan) | $51,390 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORG. STANLEY SMITH BARNEY HLDG LLC Service code 16 · EIN 26-4310632 | Consulting | $19,642 |
FIRST STATE TRUST COMPANY4+ years Service code 27 · EIN 13-3124172 | Advisory (Plan) | $6,725 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 0.53% | -1.43%+2.0pp | -0.70%+1.2pp | -0.69%+1.2pp |
| Employer contribution / active EE | $0 | $25,105-100.0% | $28,903-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |