Filed January 2, 2026 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $493,433 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $209,550 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 50 · EIN 76-0338685 | Direct Payment | $62,518 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $36,967 |
Filed as: HARPER & PEARSON CO. P.C Service code 70 · EIN 74-1695589 | Consulting Fees | $16,000 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 50 · EIN 91-1175092 | Direct Payment | $6,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value 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 | $261,982 | $117,928+122.2% | $78,002+235.9% | $65,292+301.2% |
| Participation rate | 59.8% | 85.6%-25.8pp | 75.5%-15.7pp | 72.4%-12.6pp |
| Annual return | 89.70% | 11.37%+78.3pp | 425.99%-336.3pp | 11.84%+77.9pp |
| Employer contribution / active EE | $4,900 | $3,999+22.5% | $2,470+98.3% | $2,302+112.9% |
| Participant deferral / active EE | $3,946 | $5,945-33.6% | $3,497+12.8% | $3,579+10.3% |
| Admin fee / account holder | $53 | $66-19.9% | $5,481-99.0% | $57-7.6% |