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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3 years Service code 28 · EIN 91-1116938 | Investment Management | $697,992 |
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $61,388 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 18 · EIN 34-1479833 | Custodial (other than securities); Di... | $51,592 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $22,596 |
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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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 11.06% | 8.35%+2.7pp | 9.78%+1.3pp | 18.35%-7.3pp |
| Employer contribution / active EE | $52,505 | $16,968+209.4% | $46,889+12.0% | $14,669+257.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |