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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6 years Service code 28 · EIN 91-1116938 | Investment Management | $206,270 |
OCTOBER THREE CONSULTING LLC6 years Service code 11 · EIN 27-1175487 | Actuarial | $74,755 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-1413443 | Accounting | $28,379 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 18 · EIN 34-1479833 | Direct payment from the plan; Custodi... | $21,464 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | -1.75% | 7.78%-9.5pp | 8.04%-9.8pp | 8.21%-10.0pp |
| Employer contribution / active EE | $50,428 | $18,545+171.9% | $42,693+18.1% | $13,841+264.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |