| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY9+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $224,318 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $114,479 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $28,375 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $17,383 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 7.46% | 3.70%+3.8pp | 7.69%-0.2pp | 24.44%-17.0pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |