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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Service code 15 · EIN 26-4310844 | Recordkeeping | $110,343 |
FIRST STATE TRUST COMPANY7 years Service code 21 · EIN 13-3124172 | Bank Trustee | $10,616 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $732,694-100.0% | $732,694-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.5%-44.5pp |
| Annual return | -20.63% | -15.17%-5.5pp | -15.18%-5.5pp | -14.65%-6.0pp |
| Employer contribution / active EE | $883,833 | $70,785+1148.6% | $53,321+1557.6% | $46,321+1808.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |