| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $1,673,579 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $549,175 |
BLACKROCK8+ years Service code 28 · EIN 13-3806691 | Investment Management | $460,871 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $310,304 |
DIMENSIONAL FUND ADVISORS7 years Service code 28 · EIN 30-0447847 | Investment Management | $220,378 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $126,133 |
HEWITT ASSOCIATES LLC8+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $93,382 |
MILLIMAN, INC.6 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $93,047 |
ERNST & YOUNG LLP8+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $37,000 |
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 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -19.14% | -14.80%-4.3pp | -5.12%-14.0pp | -14.80%-4.3pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $31,020-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |