Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 25 · EIN 91-1116938 | Directed Trustee | $3,483,354 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $688,051 |
Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $68,273 |
CAUSEY DEMGEN & MOORE PC1 year Service code 10 · EIN 84-1158905 | Accounting | $37,500 |
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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 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 | 7.97% | 13.24%-5.3pp | 6.57%+1.4pp | 13.24%-5.3pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $34,489-100.0% | $14,616-100.0% |
| 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% |