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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY5+ years Service code 28 · EIN 91-1116938 | Investment Management | $560,784 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $38,521 |
JOHNSON LAMBERT LLP5+ years Filed as: JOHNSON LAMBERT Service code 10 · EIN 52-1446779 | Accounting | $12,921 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-2723087 | Custodial (other than securities) | $5,749 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 14.27% | 33.70%-19.4pp | 14.64%-0.4pp | 53.27%-39.0pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |