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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 28 · EIN 91-1116938 | Investment Management | $270,016 |
Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 18 · EIN 34-1479833 | Custodial (other than securities); Tr... | $31,039 |
Service code 11 · EIN 27-1175487 | Actuarial | $16,648 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $15,693 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $11,288 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 17.79% | 22.30%-4.5pp | 13.48%+4.3pp | 13.59%+4.2pp |
| Employer contribution / active EE | $27,473 | $18,386+49.4% | $47,067-41.6% | $14,592+88.3% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |