| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $2,103,471 |
ADMIN ATESC5+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $784,435 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $182,789 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 23 · EIN 38-2383171 | Insurance services; Direct payment fr... | $168,782 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $126,562 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $97,471 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Direct payment from the plan; Claims ... | $77,967 |
VERUS5+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,104 |
PARKER, SMITH & FEEK2 years Filed as: PARKER, SMITH, & FEEK Service code 11 · EIN 36-2533337 | Actuarial | $21,581 |
EIDE BAILLY LLP3 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $16,314 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -3.80% | 9.48%-13.3pp | 9.52%-13.3pp | 12.86%-16.7pp |
| Employer contribution / active EE | $11,343 | $12,808-11.4% | $41,951-73.0% | $13,687-17.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |