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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $660,600 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $154,727 |
FINDLEY2 years Filed as: FINDLEY DAVIES, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $126,620 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $34,768 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 · EIN 34-1753575 | Investment Management | $17,500 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $9,076 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.38% | -3.49%-3.9pp | 4.36%-11.7pp | 0.19%-7.6pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |