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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $103,534 |
XEROX CORPORATION2+ years Service code 15 · EIN 16-0468020 | Recordkeeping | $24,549 |
Service code 10 · EIN 31-1311065 | Accounting | $15,409 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $13,433 |
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $7,355 |
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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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 7.78% | 5.61%+2.2pp | 3.99%+3.8pp | 11.88%-4.1pp |
| Employer contribution / active EE | $4,106 | $20,606-80.1% | $38,279-89.3% | $14,612-71.9% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |