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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 04-3581074 | Directed Trustee | $476,949 |
AON CONSULTING7+ years Filed as: AON CONSUTLING Service code 11 · EIN 36-3051915 | Actuarial | $54,995 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.54% | 8.76%-4.2pp | 3.39%+1.1pp | 8.76%-4.2pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $31,780-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |