| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $1,760,238 |
ADMIN ATESC2+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $675,410 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $204,069 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $174,229 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Claims processing; Direct payment fro... | $76,072 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $75,037 |
VERUS2+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $60,888 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $51,771 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $48,614 |
PARKER, SMITH & FEEK1 year Filed as: PARKER SMITH & FEEK Service code 11 · EIN 36-2533337 | Actuarial | $20,800 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.17% | 12.92%-1.8pp | 10.36%+0.8pp | 17.84%-6.7pp |
| Employer contribution / active EE | $10,444 | $14,070-25.8% | $37,738-72.3% | $14,688-28.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |