| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $3,643,093 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $676,751 |
BLACKROCK3+ years Service code 28 · EIN 13-3806691 | Investment Management | $454,562 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 | Investment Management | $315,473 |
DIMENSIONAL FUND ADVISORS2 years Service code 28 · EIN 30-0447847 | Investment Management | $278,520 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $92,139 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $65,148 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $44,708 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $23,000 |
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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 17.67% | 16.32%+1.4pp | 16.78%+0.9pp | 16.32%+1.4pp |
| Employer contribution / active EE | $14,629 | $12,766+14.6% | $26,328-44.4% | $12,766+14.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $97-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |