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 COMPANY6+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,457,058 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 14 · EIN 22-1211670 | Plan Administrator | $23,393 |
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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 15.37% | 7.62%+7.8pp | 10.57%+4.8pp | 627.08%-611.7pp |
| Employer contribution / active EE | $0 | $18,841-100.0% | $29,483-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |