| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $1,681,168 |
ADMIN ATESC1+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $587,952 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $174,895 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $126,725 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $107,767 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Direct payment from the plan; Claims ... | $78,422 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $56,109 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $53,034 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $49,513 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A&I BENEFIT PLAN ADMINISTRATORS Service code 14 · EIN 93-0446761 | Plan Administrator | $42,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -0.48% | 6.13%-6.6pp | 4.74%-5.2pp | 9.19%-9.7pp |
| Employer contribution / active EE | $10,688 | $10,206+4.7% | $36,089-70.4% | $12,608-15.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |