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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Service code 25 · EIN 91-1116938 | Directed Trustee | $787,855 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $359,986 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 27 · EIN 13-4994650 | Advisory (Plan) | $19,800 |
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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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.97% | -3.49%-1.5pp | 4.36%-9.3pp | 0.19%-5.2pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |