| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY8+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 92-1116938 | Investment Management | $1,342,755 |
ADMIN ATESC8+ years Service code 14 · EIN 92-0046048 | Plan Administrator | $807,692 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $297,053 |
VERUS8+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $218,035 |
BENESYS, INC.8+ years Filed as: BENESYS Service code 23 · EIN 38-2383171 | Direct payment from the plan; Insuran... | $180,388 |
Filed as: MONDRESS MONACO,PARK LOCKWOOD PLLC Service code 29 · EIN 91-1917286 | Legal | $162,386 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $139,930 |
US BANK1 year Service code 28 555 SW OAK STREET · PORTLAND, OR 97204 | Investment Management | $73,801 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST CO Service code 12 · EIN 91-1116938 | Claims processing; Direct payment fro... | $50,050 |
Filed as: CAMDEN Service code 28 11111 SANTA MONICA BLVD., STE 300 · LOS ANGELES, CA 90025 | Investment Management | $44,826 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.43% | 8.84%-1.4pp | 12.68%-5.2pp | 9.11%-1.7pp |
| Employer contribution / active EE | $11,828 | $8,705+35.9% | $41,626-71.6% | $12,231-3.3% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |