| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $740,730 |
PENSION LIVE, LLC7 years Service code 11 · EIN 26-2239692 | Actuarial | $29,925 |
INTRUST BANK, N.A.8+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $23,830 |
TWG BENEFITS, INC.8+ years Service code 11 · EIN 36-4028918 | Actuarial | $15,431 |
HOGANTAYLOR LLP3 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $13,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -14.22% | 2.78%-17.0pp | -15.18%+1.0pp | 2.78%-17.0pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $53,321-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |