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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $518,382 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -1.20% | 7.96%-9.2pp | 5.04%-6.2pp | 8.76%-10.0pp |
| Employer contribution / active EE | $10,294 | $15,125-31.9% | $26,454-61.1% | $16,664-38.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |