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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Service code 20 · EIN 91-1116938 | Trustee (individual); Trustee (direct... | $694,019 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $296,685 |
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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 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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -4.01% | 13.30%-17.3pp | 4.36%-8.4pp | -0.69%-3.3pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $27,383-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |