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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 28 · EIN 91-1116938 | Investment Management | $202,173 |
DAWN BABUSKOW2+ years Filed as: DAWN BRETZEL Service code 30 | Employee (plan); Direct payment from ... | $85,966 |
KAREN MEIFERT2+ years Filed as: KAREN BRAMMER Service code 30 | Direct payment from the plan; Employe... | $65,324 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $64,385 |
DONNA MAGGIOLINO2+ years Filed as: DONNA PROM Service code 30 | Direct payment from the plan; Employe... | $60,622 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 | Accounting | $13,800 |
US BANK2+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $8,267 |
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 | $415,031-100.0% | $151,941-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | - |
| Annual return | 4.14% | 15.23%-11.1pp | 5.44%-1.3pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $25,481-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $65-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $11,765-100.0% | - |