| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $279,885 |
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $72,306 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT,INC. Service code 28 · EIN 13-3806691 | Investment Management | $42,606 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS GLOBAL Service code 28 · EIN 57-1187281 | Investment Management | $20,244 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $18,347 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $15,000 |
Service code 28 · EIN 23-6819730 | Investment Management | $9,464 |
Filed as: PYRAMIS GLOBAL ADVISIORS TRUST CO Service code 28 · EIN 04-3532603 | Investment Management | $8,245 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENT Service code 28 · EIN 36-3608252 | Investment Management | $2,557 |
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 12.05% | 5.28%+6.8pp | 16.78%-4.7pp | 10.21%+1.8pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |