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 COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $981,619 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $20,995 |
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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 6.49% | 5.54%+0.9pp | 4.72%+1.8pp | 11.88%-5.4pp |
| Employer contribution / active EE | $108,160 | $25,709+320.7% | $30,821+250.9% | $14,612+640.2% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |