Filed November 11, 2002 (most recent of 2 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 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $1,335,033 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRST CO Service code 52 | Indirect Investment Fees | $33,258 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 16.62% | 14.29%+2.3pp | 10.16%+6.5pp | 1057.21%-1040.6pp |
| Employer contribution / active EE | $1,640 | $6,552-75.0% | $33,192-95.1% | $14,374-88.6% |
| Participant deferral / active EE | $651 | $216+201.0% | $66+890.5% | $351+85.5% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |