| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY5+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $3,792,290 |
BLACKROCK5+ years Service code 28 · EIN 13-3806691 | Investment Management | $521,867 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $461,411 |
DIMENSIONAL FUND ADVISORS4 years Service code 28 · EIN 30-0447847 | Investment Management | $299,864 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $249,608 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $179,950 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $145,780 |
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $80,169 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $74,256 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 23.90% | 1023.85%-999.9pp | 29.77%-5.9pp | 1023.85%-999.9pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $33,607-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |