Filed May 7, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,032,136 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $24,815 |
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 | $206,458-100.0% | $253,870-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | - |
| Annual return | 0.51% | 4.11%-3.6pp | -1.10%+1.6pp | - |
| Employer contribution / active EE | $43,807 | $17,961+143.9% | $27,248+60.8% | - |
| Participant deferral / active EE | $0 | $0 | $105-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $702,575-100.0% | - |