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.
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 | $62,822 | $112,772-44.3% | $57,357+9.5% | $59,188+6.1% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.17% | 0.85%+0.3pp | 24.41%-23.2pp | 5.51%-4.3pp |
| Employer contribution / active EE | $6,074 | $3,400+78.6% | $2,689+125.9% | $2,098+189.5% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $4 | $144-97.1% | $3,357-99.9% | $92-95.5% |