| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $755,140 |
PENSION LIVE, LLC6 years Service code 11 · EIN 26-2239692 | Actuarial | $65,386 |
INTRUST BANK, N.A.7+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $23,175 |
TWG BENEFITS, INC.7+ years Service code 11 · EIN 36-4028918 | Actuarial | $14,000 |
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $12,300 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $861,422-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 14.3%-14.3pp | 0.7%-0.7pp |
| Annual return | 14.79% | 13.24%+1.6pp | 6.57%+8.2pp | 13.24%+1.6pp |
| Employer contribution / active EE | $7,514 | $14,616-48.6% | $34,489-78.2% | $14,616-48.6% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |