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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWER WATSON DELWARE INC. Service code 11 · EIN 53-1081291 | Actuarial | $120,653 |
SAGE ADVISORY SERVICES1 year Service code 27 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Advisory (Plan) | $41,264 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORG. STANLEY SMITH BARNEY HLDG LLC Service code 16 · EIN 26-4310632 | Consulting | $15,686 |
FIRST STATE TRUST COMPANY4+ years Service code 27 · EIN 13-3124172 | Advisory (Plan) | $5,433 |
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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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -2.25% | -3.90%+1.6pp | -0.70%-1.6pp | 10.56%-12.8pp |
| Employer contribution / active EE | $0 | $19,150-100.0% | $28,903-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |