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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY8 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $314,370 |
Service code 13 · EIN 46-4942970 | Contract Administrator | $130,788 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $110,546 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $61,860 |
LAQUER URBAN CLIFFORD & HODGE LLP10+ years Service code 29 · EIN 95-4047729 | Legal | $19,471 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $16,800 |
AMALGAMATED BANK10+ years Service code 99 · EIN 13-4920330 | Other Fees | $11,643 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.52% | 10.00%-4.5pp | 5.16%+0.4pp | 9.30%-3.8pp |
| Employer contribution / active EE | $1,790 | $10,331-82.7% | $26,446-93.2% | $12,551-85.7% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |