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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $631,968 |
FINDLEY3 years Filed as: FINDLEY DAVIES, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $124,251 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $94,432 |
Service code 11 · EIN 53-0181291 | Actuarial | $51,498 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 · EIN 34-1753575 | Investment Management | $35,000 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $13,780 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNOR ATTORNEYS Service code 29 · EIN 23-1732832 | Legal | $7,826 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 19.49% | 36.82%-17.3pp | 18.06%+1.4pp | 53.27%-33.8pp |
| Employer contribution / active EE | $10,085 | $13,338-24.4% | $30,411-66.8% | $14,774-31.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |