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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 21 · EIN 26-4310632 | Bank Trustee | $73,875 |
FIRST STATE TRUST COMPANY4 years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $14,703 |
THORNHILL FINANCIAL, INC.2 years Filed as: THORNHILL FINANCIAL, LLC Service code 10 · EIN 34-1818419 | Accounting | $10,000 |
Filed as: CBIZ, RETIREMENT PLAN SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $8,950 |
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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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 17.84% | 134.79%-116.9pp | 36.37%-18.5pp | 18.35%-0.5pp |
| Employer contribution / active EE | $13,649 | $12,114+12.7% | $37,223-63.3% | $14,669-6.9% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |