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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 21 · EIN 26-4310632 | Bank Trustee | $42,024 |
Filed as: CBIZ, RETIREMENT PLAN SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $20,444 |
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1498244 | Bank Trustee | $20,357 |
Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $18,863 |
THORNHILL FINANCIAL, INC.2 years Service code 10 · EIN 34-1818419 | Accounting | $10,000 |
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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 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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 0.61% | 3.99%-3.4pp | 4.36%-3.7pp | 10.56%-10.0pp |
| Employer contribution / active EE | $7,466 | $11,621-35.8% | $27,383-72.7% | $13,643-45.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |