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 ADVISORS6+ years Filed as: FRANK RUSSELL COMPANY Service code 28 · EIN 91-1175091 | Investment Management | $2,979,989 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $342,089 |
RUSSELL TRUST COMPANY6+ years Service code 28 · EIN 91-1117282 | Investment Management | $110,957 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 12.24% | 33.11%-20.9pp | 32.33%-20.1pp | 33.11%-20.9pp |
| Employer contribution / active EE | $4,486 | $9,000-50.2% | $33,964-86.8% | $9,000-50.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |