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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $407,054 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $389,838 |
MAYER HOFFMAN MCCANN P.C.5+ years Service code 10 · EIN 43-1947695 | Accounting | $20,922 |
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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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 11.78% | 21.31%-9.5pp | -100.31%+112.1pp | 53.27%-41.5pp |
| Employer contribution / active EE | $41,958 | $7,169+485.2% | $18,686+124.5% | $14,774+184.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |