| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $2,195,642 |
ADMIN ATESC7+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $775,740 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $232,910 |
BENESYS, INC.7+ years Filed as: BENESYS Service code 23 · EIN 38-2383171 | Direct payment from the plan; Insuran... | $177,060 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $85,603 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $85,055 |
VERUS7+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $60,750 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Direct payment from the plan; Claims ... | $47,833 |
PARKER, SMITH & FEEK2 years Service code 22 · EIN 36-2533337 | Insurance Broker | $21,581 |
G.D. MORRIS, INC.7+ years Service code 10 · EIN 76-0702672 | Accounting | $13,440 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -9.29% | -6.02%-3.3pp | -3.21%-6.1pp | 23.41%-32.7pp |
| Employer contribution / active EE | $11,265 | $11,241+0.2% | $46,051-75.5% | $12,650-10.9% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |