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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Service code 28 · EIN 91-1116938 | Investment Management | $640,232 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $33,720 |
JOHNSON LAMBERT LLP6+ years Filed as: JOHNSON LAMBERT Service code 10 · EIN 52-1446779 | Accounting | $12,875 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-2723087 | Custodial (other than securities) | $7,553 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 12.13% | 9.58%+2.6pp | 9.52%+2.6pp | 11.45%+0.7pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |