| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY8+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $244,635 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $105,496 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $17,001 |
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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -15.95% | -11.83%-4.1pp | -5.12%-10.8pp | -14.65%-1.3pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |