Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: FRANK RUSSELL COMPANY Service code 28 · EIN 91-1175091 | Investment Management | $4,720,362 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $533,295 |
RUSSELL TRUST COMPANY3+ years Service code 28 · EIN 91-1117282 | Investment Management | $132,722 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 P.O. BOX 8528 · BOSTON, MA 022668528 | Investment Management | $7,262 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.30% | 117.00%-105.7pp | 90.61%-79.3pp | 5230.06%-5218.8pp |
| Employer contribution / active EE | $2,086 | $5,915-64.7% | $32,730-93.6% | $10,491-80.1% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |