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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $635,452 |
FINDLEY4 years Filed as: FINDLEY DAVIES, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $117,362 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $70,660 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $47,830 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 · EIN 34-1753575 | Investment Management | $35,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $12,462 |
COZEN O'CONNOR2 years Filed as: COZEN O'CONNOR ATTORNEYS Service code 29 · EIN 23-1732832 | Legal | $5,049 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 16.62% | 16.36%+0.3pp | 793.01%-776.4pp | 11.45%+5.2pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |