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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $107,410 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $17,192 |
Filed as: CONDUENT INC. Service code 15 · EIN 81-2983623 | Recordkeeping | $17,035 |
Service code 10 · EIN 31-1311065 | Accounting | $16,040 |
HIGHLAND CONSULTING ASSOCIATES3+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $7,372 |
XEROX CORPORATION3+ years Service code 15 · EIN 16-0468020 | Recordkeeping | $5,658 |
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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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 12.59% | 11.20%+1.4pp | 9.60%+3.0pp | 13.95%-1.4pp |
| Employer contribution / active EE | $4,775 | $27,489-82.6% | $45,595-89.5% | $16,598-71.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |