| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $314,885 |
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS, & MCALLIST Service code 11 · EIN 62-0853448 | Actuarial | $70,218 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT,INC. Service code 28 · EIN 13-3806691 | Investment Management | $38,632 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS GLOBAL Service code 28 · EIN 57-1187281 | Investment Management | $35,579 |
Filed as: PYRAMIS GLOBAL ADVISIORS TRUST CO Service code 28 · EIN 04-3532603 | Investment Management | $18,000 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $15,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $13,943 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENT Service code 28 · EIN 36-3608252 | Investment Management | $6,095 |
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -1.12% | -5.77%+4.7pp | -3.43%+2.3pp | -2.16%+1.0pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |