| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $3,410,124 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $577,800 |
BLACKROCK2+ years Service code 28 · EIN 13-3806691 | Investment Management | $435,872 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 | Investment Management | $282,795 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $108,782 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $93,972 |
Service code 28 · EIN 30-0447847 | Investment Management | $74,138 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $40,197 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $21,000 |
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 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 9.43% | 5.86%+3.6pp | 5.44%+4.0pp | 5.86%+3.6pp |
| Employer contribution / active EE | $16,022 | $10,137+58.0% | $25,481-37.1% | $10,137+58.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $65-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |