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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Service code 28 · EIN 91-1116938 | Investment Management | $167,688 |
DAWN BABUSKOW3+ years Filed as: DAWN BRETZEL Service code 30 | Direct payment from the plan; Employe... | $78,174 |
DONNA MAGGIOLINO3+ years Filed as: DONNA PROM Service code 30 | Direct payment from the plan; Employe... | $60,857 |
KAREN MEIFERT3+ years Filed as: KAREN BRAMMER Service code 30 | Direct payment from the plan; Employe... | $60,669 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $46,417 |
FREYBERG HINKLE ET AL3+ years Service code 10 · EIN 39-1531945 | Accounting | $13,400 |
US BANK3+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $7,983 |
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 | $233,564-100.0% | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | - |
| Annual return | 7.07% | 28.83%-21.8pp | 16.78%-9.7pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $26,328-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $97-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $20,893-100.0% | - |