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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $130,831 |
MERCER3+ years Service code 11 · EIN 20-1932099 | Actuarial | $44,894 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $30,750 |
BOKF, NA3+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $18,130 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 12.59% | 18.28%-5.7pp | 10.53%+2.1pp | 13.95%-1.4pp |
| Employer contribution / active EE | $19,830 | $11,746+68.8% | $29,360-32.5% | $16,598+19.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |