Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,930 |
SUTTLE & STALNAKER, PLLC1 year Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $10,313 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $7,484 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,928 | $50,860-21.5% | $155,574-74.3% | $77,714-48.6% |
| Participation rate | 96.9% | 63.1%+33.7pp | 78.2%+18.7pp | 70.6%+26.3pp |
| Annual return | 7.13% | 34.86%-27.7pp | 64.87%-57.7pp | 31.26%-24.1pp |
| Employer contribution / active EE | $2,066 | $1,991+3.8% | $4,676-55.8% | $2,727-24.2% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $236 | $436-46.0% | $15,914-98.5% | $433-45.6% |