Filed June 28, 2002 (most recent of 2 filings on file)
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,773 | $137,414+14.1% | $189,534-17.3% | $85,852+82.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.19% | 38.14%-24.0pp | 555.39%-541.2pp | 318.66%-304.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |