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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $359,736 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $128,249 |
PSWA, INC3+ years Filed as: PSWA, INC. Service code 13 · EIN 46-4942970 | Contract Administrator | $114,013 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $65,034 |
Service code 29 · EIN 95-4047729 | Legal | $49,540 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $13,850 |
AMALGAMATED BANK3+ years Service code 99 · EIN 13-4920330 | Other Fees | $7,483 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.77% | 79.68%-68.9pp | 16.78%-6.0pp | 23.90%-13.1pp |
| Employer contribution / active EE | $1,810 | $21,735-91.7% | $26,328-93.1% | $16,539-89.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |