| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $1,748,785 |
ADMIN ATESC3+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $746,885 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $177,460 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $170,560 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Claims processing; Direct payment fro... | $74,104 |
VERUS3+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $59,027 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $56,617 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $38,762 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $24,743 |
PARKER, SMITH & FEEK2 years Filed as: PARKER SMITH & FEEK Service code 11 · EIN 91-0660018 | Actuarial | $17,899 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 6.89% | -0.94%+7.8pp | -2.18%+9.1pp | 33.37%-26.5pp |
| Employer contribution / active EE | $9,908 | $12,464-20.5% | $38,751-74.4% | $11,253-12.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |