Filed April 30, 2001 (most recent of 4 filings on file)
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 COMPANY1+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $2,420,365 |
Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $415,681 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $251,997 |
CLARK NUBER1+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $19,848 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $11,924 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -2.59% | 1.67%-4.3pp | -2.79%+0.2pp | 1.67%-4.3pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $39,327-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |