| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $2,126,807 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $633,281 |
BLACKROCK7+ years Service code 28 · EIN 13-3806691 | Investment Management | $550,431 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $345,311 |
DIMENSIONAL FUND ADVISORS6 years Service code 28 · EIN 30-0447847 | Investment Management | $320,236 |
MILLIMAN, INC.5 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $152,027 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $142,119 |
HEWITT ASSOCIATES LLC7+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $117,552 |
ERNST & YOUNG LLP7+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $34,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 11.59% | 19.39%-7.8pp | 7.32%+4.3pp | 19.39%-7.8pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $23,426-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $107-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |