| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $3,561,296 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $574,659 |
BLACKROCK6+ years Service code 28 · EIN 13-3806691 | Investment Management | $560,184 |
DIMENSIONAL FUND ADVISORS5 years Service code 28 · EIN 30-0447847 | Investment Management | $298,747 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $181,706 |
MILLIMAN, INC.4 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $92,899 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $78,989 |
HEWITT ASSOCIATES LLC6+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $48,557 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 18.69% | 5230.06%-5211.4pp | -2.84%+21.5pp | 5230.06%-5211.4pp |
| Employer contribution / active EE | $8,909 | $10,491-15.1% | $33,329-73.3% | $10,491-15.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $51-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |