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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $419,226 |
MERCER5+ years Filed as: MERCER HR SERVICES, LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $152,023 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $98,988 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $51,866 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,688 |
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.04% | 1.88%-17.9pp | -5.12%-10.9pp | 2.77%-18.8pp |
| Employer contribution / active EE | $9,728 | $8,732+11.4% | $31,020-68.6% | $15,262-36.3% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |