| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $455,492 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Investment Management | $36,716 |
TWG BENEFITS, INC.2+ years Service code 11 · EIN 36-4028918 | Actuarial | $24,085 |
PENSION LIVE, LLC1 year Service code 11 · EIN 26-2239692 | Actuarial | $21,750 |
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 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 4.91% | 7.18%-2.3pp | 4.64%+0.3pp | 7.18%-2.3pp |
| Employer contribution / active EE | $5,555 | $13,095-57.6% | $35,349-84.3% | $13,095-57.6% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |