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 COMPANY3+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,196,856 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $24,075 |
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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 16.00% | 12.51%+3.5pp | 14.20%+1.8pp | 13.95%+2.1pp |
| Employer contribution / active EE | $133,333 | $17,557+659.4% | $27,968+376.7% | $16,598+703.3% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |