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 |
|---|---|---|
Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $38,025 |
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $9,255 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | -99.10% | 4.44%-103.5pp | 4.72%-103.8pp | 4.16%-103.3pp |
| Employer contribution / active EE | $0 | $41,495-100.0% | $30,821-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |