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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 26-4310844 | Recordkeeping | $138,569 |
FIRST STATE TRUST COMPANY5 years Service code 21 · EIN 13-3124172 | Bank Trustee | $11,376 |
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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 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 | $198,586-100.0% | $793,067-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 13.5%-13.5pp |
| Annual return | 12.20% | 11.42%+0.8pp | 10.21%+2.0pp | 9.29%+2.9pp |
| Employer contribution / active EE | $0 | $13,408-100.0% | $40,687-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |