Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 28 · EIN 91-1116938 | Investment Management | $1,880,031 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $401,719 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $71,054 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 6.54% | 5.86%+0.7pp | 5.44%+1.1pp | 5.86%+0.7pp |
| Employer contribution / active EE | $3,979 | $10,137-60.7% | $25,481-84.4% | $10,137-60.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $65-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |