| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $500,542 |
PENSION LIVE, LLC5 years Service code 11 · EIN 26-2239692 | Actuarial | $60,133 |
INTRUST BANK, N.A.6+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $22,529 |
TWG BENEFITS, INC.6+ years Service code 11 · EIN 36-4028918 | Actuarial | $15,075 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $12,000 |
Employer contribution per participant 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 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 13.65% | 11.45%+2.2pp | 10.21%+3.4pp | 11.45%+2.2pp |
| Employer contribution / active EE | $3,232 | $17,219-81.2% | $40,687-92.1% | $17,219-81.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |