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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: FRANK RUSSELL TRUST CO. Service code 25 · EIN 04-3581074 | Directed Trustee | $566,665 |
AON CONSULTING2+ years Filed as: AON CONSUTLING Service code 11 · EIN 36-3051915 | Actuarial | $429,954 |
THOMPSON HINE2+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $7,205 |
ALIGHT SOLUTIONS LLC2+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 16.25% | 16.06%+0.2pp | 12.90%+3.4pp | 53.27%-37.0pp |
| Employer contribution / active EE | $1,994 | $22,650-91.2% | $53,929-96.3% | $14,774-86.5% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |