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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 36-4291971 | Actuarial | $136,893 |
Filed as: MORGAN STANLEY Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $70,851 |
CITIBANK1 year Filed as: CITIBANK NA Service code 27 701 EAST 60TH STREET NORTH · SIOUX FALLS, SD 57104 | Advisory (Plan) | $20,138 |
Service code 29 · EIN 94-2952627 | Legal | $19,336 |
MORRIS DAVIS CHAN & TAN LLP3+ years Service code 10 · EIN 94-2214860 | Accounting | $15,784 |
FIRST STATE TRUST COMPANY2 years Service code 12 · EIN 13-3124172 | Other investment fees and expenses; C... | $10,858 |
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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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 9.08% | 10.39%-1.3pp | 337.46%-328.4pp | 10.41%-1.3pp |
| Employer contribution / active EE | $30,788 | $10,969+180.7% | $20,191+52.5% | $14,691+109.6% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |