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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $636,773 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 3.97% | 8.91%-4.9pp | 7.32%-3.3pp | 13.24%-9.3pp |
| Employer contribution / active EE | $5,176 | $13,306-61.1% | $23,426-77.9% | $14,616-64.6% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |