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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MSSB Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $214,313 |
FIRST STATE TRUST COMPANY8 years Service code 59 · EIN 13-3124172 | Shareholder Servicing | $40,620 |
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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 | $36,224-100.0% | $110,417-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 52.7%-52.7pp | 2.7%-2.7pp |
| Annual return | 11.92% | 8.35%+3.6pp | 4.76%+7.2pp | 8.35%+3.6pp |
| Employer contribution / active EE | $6,211 | $17,935-65.4% | $19,766-68.6% | $17,935-65.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $761-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $15,244-100.0% | $200-100.0% |