| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $731,638 |
PENSION LIVE, LLC4 years Service code 11 · EIN 26-2239692 | Actuarial | $63,460 |
INTRUST BANK, N.A.5+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $21,238 |
TWG BENEFITS, INC.5+ years Service code 11 · EIN 36-4028918 | Actuarial | $16,775 |
HOGANTAYLOR LLP3 years Service code 10 · EIN 73-1413977 | Accounting | $11,500 |
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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 18.75% | 53.27%-34.5pp | 10.76%+8.0pp | 53.27%-34.5pp |
| Employer contribution / active EE | $11,789 | $14,774-20.2% | $68,795-82.9% | $14,774-20.2% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |