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 | $150,267 | $125,814+19.4% | $170,055-11.6% | $75,184+99.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.48% | 27.20%-9.7pp | 53.43%-35.9pp | 160.78%-143.3pp |
| Employer contribution / active EE | $0 | $4,617-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,839-100.0% | $10,410-100.0% | $4,127-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,828-100.0% | $5,652-100.0% |