Filed April 25, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4 years Service code 21 · EIN 91-1116938 | Bank Trustee | $484,548 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $151,785 |
Filed as: REAL ESTATE RESEARCHCORPORATION Service code 17 · EIN 20-0447334 | Pension Consulting | $44,326 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,650 |
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.25% | 53.17%-34.9pp | 18.06%+0.2pp | 21.83%-3.6pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |