| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $290,533 |
BRYAN CAVE LLP2+ years Filed as: BRYAN, PENDLETON, SWATS, & MCALLIST Service code 11 · EIN 62-0853448 | Actuarial | $69,440 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT,INC. Service code 28 · EIN 13-3806691 | Investment Management | $41,505 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS GLOBAL Service code 28 · EIN 57-1187281 | Investment Management | $34,628 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $22,971 |
Filed as: PYRAMIS GLOBAL ADVISIORS TRUST CO Service code 28 · EIN 04-3532603 | Investment Management | $18,000 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $15,000 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENT Service code 28 · EIN 36-3608252 | Investment Management | $5,921 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 8.32% | 0.80%+7.5pp | 5.44%+2.9pp | 4.16%+4.2pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |