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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $299,328 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $152,189 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $9,500 |
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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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 6.12% | 5.03%+1.1pp | 18.87%-12.8pp | 7.18%-1.1pp |
| Employer contribution / active EE | $7,335 | $10,273-28.6% | $19,828-63.0% | $13,095-44.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |