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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Service code 28 · EIN 91-1116938 | Investment Management | $570,493 |
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $66,693 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 18 · EIN 34-1479833 | Direct payment from the plan; Trustee... | $43,628 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $21,525 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 18.02% | 9.18%+8.8pp | 380.71%-362.7pp | 9.29%+8.7pp |
| Employer contribution / active EE | $73,935 | $20,046+268.8% | $45,089+64.0% | $15,168+387.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |