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 ADVISORS7+ years Filed as: FRANK RUSSELL COMPANY Service code 28 · EIN 91-1175091 | Investment Management | $3,002,123 |
Filed as: ALRIGHT HOLDINGS COMPANY LLC Service code 16 | Consulting | $1,555,835 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $622,653 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 | Actuarial | $253,785 |
RUSSELL TRUST COMPANY7+ years Service code 28 · EIN 91-1117282 | Investment Management | $82,429 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 38.25% | 8.85%+29.4pp | 9.82%+28.4pp | 8.85%+29.4pp |
| Employer contribution / active EE | $3,367 | $8,529-60.5% | $30,322-88.9% | $8,529-60.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |