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 ADVISORS5+ years Filed as: FRANK RUSSELL COMPANY Service code 28 · EIN 91-1175091 | Investment Management | $3,856,378 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $716,713 |
RUSSELL TRUST COMPANY5+ years Service code 28 · EIN 91-1117282 | Investment Management | $381,328 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -13.60% | -14.80%+1.2pp | -38.86%+25.3pp | -14.80%+1.2pp |
| Employer contribution / active EE | $6,845 | $8,996-23.9% | $37,756-81.9% | $8,996-23.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |