| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Investment Management | $657,007 |
PENSION LIVE, LLC2 years Service code 11 · EIN 26-2239692 | Actuarial | $84,943 |
TWG BENEFITS, INC.3+ years Service code 11 · EIN 36-4028918 | Actuarial | $16,875 |
INTRUST BANK, N.A.3+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $14,317 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $11,000 |
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 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 16.37% | 23.90%-7.5pp | 9.84%+6.5pp | 23.90%-7.5pp |
| Employer contribution / active EE | $11,130 | $16,539-32.7% | $50,102-77.8% | $16,539-32.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |