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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY8+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $213,347 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $93,033 |
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Annual investment return 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.
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 | $503,327-100.0% | $319,010-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | - |
| Annual return | -22.61% | 55.68%-78.3pp | 10.22%-32.8pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $51,212-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $10,810-100.0% | - |