Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RUSSEL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $877,629 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $371,480 |
MCGRATH NORTH2 years Filed as: MCGRATH NORTH MULLIN & KRATZ Service code 11 | Actuarial | $88,000 |
CAUSEY DEMGEN & MOORE PC3 years Service code 10 · EIN 84-1158905 | Accounting | $17,600 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $7,446 |
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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 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 10.40% | 37.77%-27.4pp | 5.63%+4.8pp | 37.77%-27.4pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $36,086-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |