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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1116938 | Investment Management | $746,198 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $39,291 |
JOHNSON LAMBERT LLP1+ years Filed as: JOHNSON LAMBERT Service code 10 · EIN 52-1446779 | Accounting | $12,792 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-2723087 | Custodial (other than securities) | $7,652 |
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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.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.34% | 0.06%-0.4pp | -0.81%+0.5pp | -0.60%+0.3pp |
| Employer contribution / active EE | $0 | $14,206-100.0% | $38,425-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |