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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 25 · EIN 91-1116938 | Directed Trustee | $684,609 |
HEWITT ASSOCIATES LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $259,552 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $91,692 |
Filed as: JP MORGAN CHASE BANK Service code 27 · EIN 13-4994650 | Advisory (Plan) | $22,000 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 13.12% | 12.38%+0.7pp | 10.53%+2.6pp | 23.90%-10.8pp |
| Employer contribution / active EE | $0 | $23,325-100.0% | $29,360-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $1 | $269-99.5% | $54-97.4% | $350-99.6% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |