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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY11+ years Filed as: FRANK RUSSELL TRUST CO Service code 25 · EIN 91-1116938 | Directed Trustee | $195,275 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $107,249 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $39,000 |
STATE STREET GLOBAL ADVISORS11+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (other than securities) | $14,496 |
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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 | $136,833-100.0% | $112,259-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 13.6%-13.6pp | 34.7%-34.7pp |
| Annual return | 6.99% | -2.43%+9.4pp | -0.21%+7.2pp | 12.28%-5.3pp |
| Employer contribution / active EE | $0 | $25,812-100.0% | $24,124-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $47,656-100.0% |