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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $592,099 |
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Employer contribution per participant 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 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 15.78% | 13.15%+2.6pp | -2.84%+18.6pp | 11.45%+4.3pp |
| Employer contribution / active EE | $3,265 | $23,714-86.2% | $33,329-90.2% | $17,219-81.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |