| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $251,598 |
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $80,804 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT,INC. Service code 28 · EIN 13-3806691 | Investment Management | $41,751 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $18,120 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS GLOBAL Service code 28 · EIN 57-1187281 | Investment Management | $7,821 |
DIMENSIONAL FUND ADVISORS2 years Service code 28 · EIN 23-6819730 | Investment Management | $3,774 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST INVESTMENT Service code 28 · EIN 36-3608252 | Investment Management | $538 |
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -4.21% | -5.34%+1.1pp | 12.68%-16.9pp | -82.67%+78.5pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |