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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $224,704 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $112,777 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 4.52% | 7.94%-3.4pp | 9.78%-5.3pp | 11.84%-7.3pp |
| Employer contribution / active EE | $4,587 | $42,390-89.2% | $46,889-90.2% | $17,339-73.5% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |