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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 21 · EIN 26-4310632 | Bank Trustee | $61,800 |
Filed as: CBIZ, RETIREMENT PLAN SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $14,950 |
FIRST STATE TRUST COMPANY3 years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $14,941 |
Filed as: THORNHILL FINANCIAL, LLC 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.
Annual investment return 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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 4.67% | 9.41%-4.7pp | 793.01%-788.3pp | 9.29%-4.6pp |
| Employer contribution / active EE | $12,180 | $13,564-10.2% | $27,004-54.9% | $15,168-19.7% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |