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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $63,512 |
Service code 10 · EIN 31-1311065 | Accounting | $8,500 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET CORPORATION Service code 49 · EIN 04-2456637 | Other Services | $8,031 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 14 · EIN 22-2232264 | Plan Administrator | $7,328 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $4,710 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 0.45% | 6.49%-6.0pp | 6.89%-6.4pp | 13.05%-12.6pp |
| Employer contribution / active EE | $6,971 | $48,172-85.5% | $43,785-84.1% | $37,652-81.5% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |