Filed December 2, 2011
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.
Assets per participant exceed $250,000 - top-decile high-value 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 | $262,129 | $51,769+406.3% | $57,357+357.0% | $52,331+400.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.48% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $13,748 | $2,335+488.8% | $2,689+411.3% | $1,882+630.6% |
| Participant deferral / active EE | $2,920 | $2,794+4.5% | $3,162-7.7% | $3,022-3.4% |
| Admin fee / account holder | $1 | $295-99.8% | $3,357-100.0% | $592-99.9% |