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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,697 | $78,181+5.8% | $57,357+44.2% | $67,505+22.5% |
| Participation rate | 62.6% | 76.6%-14.0pp | 75.1%-12.5pp | 71.2%-8.6pp |
| Annual return | 3.26% | 2.76%+0.5pp | 24.41%-21.2pp | 6.52%-3.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $4,369 | $3,501+24.8% | $3,162+38.2% | $3,597+21.5% |
| Admin fee / account holder | $3 | $27-87.1% | $3,357-99.9% | $56-93.9% |