| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $597,667 |
PENSION LIVE, LLC3 years Service code 11 · EIN 26-2239692 | Actuarial | $72,474 |
TWG BENEFITS, INC.4+ years Service code 11 · EIN 36-4028918 | Actuarial | $24,150 |
INTRUST BANK, N.A.4+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $13,160 |
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $11,000 |
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 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | -7.12% | 0.19%-7.3pp | 60.62%-67.7pp | 0.19%-7.3pp |
| Employer contribution / active EE | $5,591 | $13,763-59.4% | $61,657-90.9% | $13,763-59.4% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |