Filed September 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 19 · EIN 91-1116938 | Securities Custodian | $2,504,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $4,133,151 | $74,498+5448.0% | $94,229+4286.3% | $59,188+6883.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 78.8%-78.8pp | 69.4%-69.4pp |
| Annual return | -0.01% | 2.76%-2.8pp | 10.68%-10.7pp | 5.51%-5.5pp |
| Employer contribution / active EE | $4,184 | $2,077+101.4% | $3,587+16.6% | $2,098+99.4% |
| Participant deferral / active EE | $7,462 | $3,433+117.4% | $4,320+72.7% | $3,265+128.6% |
| Admin fee / account holder | $1,319 | $103+1181.3% | $6,269-79.0% | $92+1330.0% |