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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $467,589 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $138,506 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $135,736 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $50,201 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $5,792 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 15.77% | 13.15%+2.6pp | -2.84%+18.6pp | 11.45%+4.3pp |
| Employer contribution / active EE | $16,323 | $23,714-31.2% | $33,329-51.0% | $17,219-5.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |