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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Actuarial | $243,214 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HLC LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $215,805 |
FIRST STATE TRUST COMPANY6+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $69,194 |
KEITER1 year Filed as: KEITER STEPHENS HURST GARY SHRIEVES Service code 10 · EIN 54-1631262 4401 DOMINION BLVD · GLEN ALLEN, VA 23060 | Accounting | $17,000 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 6.22% | 20.91%-14.7pp | 793.01%-786.8pp | 627.08%-620.9pp |
| Employer contribution / active EE | $30,050 | $11,580+159.5% | $27,004+11.3% | $18,824+59.6% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |