Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $531,873 |
MERCER4+ years Filed as: MERCER HR SERVICES, LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $139,209 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $109,461 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $53,484 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,782 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 7.54% | 8.91%-1.4pp | 7.32%+0.2pp | 13.24%-5.7pp |
| Employer contribution / active EE | $28,086 | $13,306+111.1% | $23,426+19.9% | $14,616+92.2% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |