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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $405,089 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $384,741 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 | Accounting | $14,700 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 9.39% | 8.50%+0.9pp | 11.38%-2.0pp | 13.24%-3.8pp |
| Employer contribution / active EE | $34,384 | $9,057+279.6% | $18,467+86.2% | $14,616+135.2% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |