Filed March 26, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Service code 28 · EIN 91-1116938 | Investment Management | $2,302,232 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $296,419 |
Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 TOWERS WATSON INVESTMENT SERVICES · ARLINGTON, VA 22203 | Actuarial | $83,348 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $57,474 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.59% | 15.82%-2.2pp | 16.78%-3.2pp | 17.84%-4.2pp |
| Employer contribution / active EE | $4,247 | $19,885-78.6% | $26,328-83.9% | $14,688-71.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |