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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $44,151 |
RUSSELL TRUST COMPANY1+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $33,336 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -1.10% | -1.05%0pp | -0.97%-0.1pp | -7.14%+6.0pp |
| Employer contribution / active EE | $5,376 | $8,702-38.2% | $22,441-76.0% | $14,613-63.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |