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 ADVISORS4+ years Filed as: FRANK RUSSELL COMPANY Service code 28 · EIN 91-1175091 | Investment Management | $3,642,412 |
RUSSELL TRUST COMPANY4+ years Service code 28 · EIN 91-1117282 | Investment Management | $109,784 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $11,165 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 28 P.O. BOX 8528 · BOSTON, MA 022668528 | Investment Management | $1,381 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 13.09% | 45.95%-32.9pp | 10.75%+2.3pp | 19.39%-6.3pp |
| Employer contribution / active EE | $0 | $4,551-100.0% | $35,170-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |