Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $213,427 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $20,950 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 13 · EIN 42-0127290 | Contract Administrator | $11,650 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $333,750-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.6%-48.6pp | 5.6%-5.6pp |
| Annual return | -22.13% | 39.77%-61.9pp | -9.60%-12.5pp | 39.77%-61.9pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $56,630-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $124-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,181-100.0% | $62-100.0% |