| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $3,403,377 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $593,663 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $429,467 |
BLACKROCK1+ years Service code 28 · EIN 13-3806691 | Investment Management | $399,220 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 | Investment Management | $279,330 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $105,075 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $64,710 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $19,000 |
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 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.35% | 3.11%-4.5pp | -3.43%+2.1pp | 3.11%-4.5pp |
| Employer contribution / active EE | $5,714 | $9,361-39.0% | $25,607-77.7% | $9,361-39.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |