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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Service code 25 · EIN 91-1116938 1301 SECOND AVENUE 18TH FLOOR · SEATTLE, WA 98101 | Directed Trustee | $116,712 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 0.42% | 134.79%-134.4pp | 36.37%-35.9pp | 18.35%-17.9pp |
| Employer contribution / active EE | $12,963 | $12,114+7.0% | $37,223-65.2% | $14,669-11.6% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |