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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-1081291 | Actuarial | $75,738 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $53,455 |
SAGE ADVISORY SERVICES2 years Service code 27 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Advisory (Plan) | $32,739 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORG. STANLEY SMITH BARNEY HLDG LLC Service code 16 · EIN 26-4310632 | Consulting | $8,646 |
FIRST STATE TRUST COMPANY5+ years Service code 27 · EIN 13-3124172 | Advisory (Plan) | $5,617 |
Filed as: LOCKTON COMPANIES LLC Service code 16 · EIN 20-3354970 | Consulting | $5,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 52.34% | 15.23%+37.1pp | 16.32%+36.0pp | 16.32%+36.0pp |
| Employer contribution / active EE | $5,816 | $24,217-76.0% | $31,806-81.7% | $17,007-65.8% |
| Participant deferral / active EE | $0 | $1,527-100.0% | $211-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |