| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $2,176,020 |
ADMIN ATESC6+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $660,235 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $208,249 |
BENESYS, INC.6+ years Filed as: BENESYS Service code 23 · EIN 38-2383171 | Insurance services; Direct payment fr... | $171,100 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Direct payment from the plan; Claims ... | $76,910 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $62,932 |
VERUS6+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $57,333 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $50,552 |
PARKER, SMITH & FEEK1 year Service code 11 · EIN 36-2533337 | Actuarial | $17,916 |
G.D. MORRIS, INC.6+ years Service code 10 · EIN 76-0702672 | Accounting | $13,380 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 23.57% | 12.07%+11.5pp | 8.95%+14.6pp | 15.63%+7.9pp |
| Employer contribution / active EE | $14,963 | $9,481+57.8% | $46,559-67.9% | $11,476+30.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |