Filed December 4, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $226,195 |
THE VANGUARD GROUP, INC.1+ years Service code 25 · EIN 23-1945930 | Directed Trustee | $88,801 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.44% | -0.96%+0.5pp | -2.01%+1.6pp | -0.60%+0.2pp |
| Employer contribution / active EE | $4,107 | $6,828-39.9% | $34,453-88.1% | $12,272-66.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |