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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Service code 25 · EIN 91-1116938 1301 SECOND AVENUE · SEATTLE, WA 98101 | Directed Trustee | $1,047,185 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 34-2015463 | Actuarial | $62,000 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $16,666 |
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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 | $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 | 12.89% | 12.38%+0.5pp | 10.53%+2.4pp | 23.90%-11.0pp |
| Employer contribution / active EE | $30,454 | $23,325+30.6% | $29,360+3.7% | $16,539+84.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |