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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Service code 28 · EIN 91-1116938 | Investment Management | $143,853 |
DAWN BABUSKOW4+ years Filed as: DAWN BRETZEL Service code 30 | Direct payment from the plan; Employe... | $76,225 |
DONNA MAGGIOLINO4+ years Filed as: DONNA PROM Service code 30 | Employee (plan); Direct payment from ... | $61,555 |
KAREN MEIFERT4+ years Filed as: KAREN BRAMMER Service code 30 | Direct payment from the plan; Employe... | $59,362 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $45,000 |
FREYBERG HINKLE ET AL4+ years Service code 10 · EIN 39-1531945 | Accounting | $13,400 |
US BANK4+ years Service code 19 PO BOX 1800 · SAINT PAUL, MN 551010800 | Securities Custodian | $8,108 |
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 | $360,335-100.0% | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | - |
| Annual return | -2.02% | 25.06%-27.1pp | 12.68%-14.7pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $22,860-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $123-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $2,825-100.0% | - |