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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $352,967 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $137,574 |
PSWA, INC4+ years Filed as: PSWA, INC. Service code 13 · EIN 46-4942970 | Contract Administrator | $119,700 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $80,994 |
Service code 29 · EIN 95-4047729 | Legal | $75,180 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $15,525 |
AMALGAMATED BANK4+ years Service code 99 · EIN 13-4920330 | Other Fees | $9,155 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -2.74% | 7.01%-9.8pp | 12.68%-15.4pp | 0.19%-2.9pp |
| Employer contribution / active EE | $1,731 | $12,638-86.3% | $22,860-92.4% | $13,763-87.4% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |