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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 20 · EIN 91-1116938 | Trustee (individual); Float revenue; ... | $646,579 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $281,566 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $71,216 |
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Participant contribution per participant 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 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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 11.31% | 18.28%-7.0pp | 10.53%+0.8pp | 13.95%-2.6pp |
| Employer contribution / active EE | $0 | $11,746-100.0% | $29,360-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $5 | $174-97.3% | $54-91.5% | $511-99.1% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |