| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $1,846,572 |
ADMIN ATESC4+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $679,899 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $180,803 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $168,882 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $123,465 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 91-1116938 | Investment Management | $77,984 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $74,155 |
VERUS4+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $52,948 |
PARKER, SMITH & FEEK1 year Filed as: PARKER, SMITH, & FEEK Service code 11 · EIN 36-2533337 | Actuarial | $18,622 |
G.D. MORRIS, INC.4+ years Service code 10 · EIN 76-0702672 | Accounting | $11,850 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.87% | 14.29%-10.4pp | 14.64%-10.8pp | 21.83%-18.0pp |
| Employer contribution / active EE | $10,670 | $12,083-11.7% | $41,831-74.5% | $12,237-12.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |