Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $163,709 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $97,639 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS, P.C. Service code 29 10701 PARKRIDGE BLVD., SUITE 300 · RESTON, VA 20191 | Legal | $39,009 |
TATE & TRYON2+ years Filed as: TATE AND TRYON Service code 10 · EIN 52-1855942 | Accounting | $10,600 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 6.61% | 4.08%+2.5pp | 3.97%+2.6pp | 11.88%-5.3pp |
| Employer contribution / active EE | $42,718 | $19,692+116.9% | $28,168+51.7% | $14,612+192.3% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |