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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 21 · EIN 26-4310632 | Bank Trustee | $73,066 |
FIRST STATE TRUST COMPANY8 years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $14,217 |
SIKICH LLP2 years Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $12,979 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 10.01% | 9.44%+0.6pp | 9.14%+0.9pp | 15.19%-5.2pp |
| Employer contribution / active EE | $14,705 | $27,134-45.8% | $21,225-30.7% | $34,877-57.8% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |