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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 1301 SECOND AVENUE · SEATTLE, WA 98101 | Directed Trustee | $1,328,013 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 34-2015463 | Actuarial | $65,652 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $16,250 |
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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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 7.25% | 7.17%+0.1pp | 7.98%-0.7pp | 7.18%+0.1pp |
| Employer contribution / active EE | $23,101 | $13,444+71.8% | $23,724-2.6% | $13,095+76.4% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |