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 | $67,448 | $85,199-20.8% | $57,196+17.9% | $63,975+5.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 6.81% | 10.43%-3.6pp | 14.59%-7.8pp | 48.65%-41.8pp |
| Employer contribution / active EE | $6,320 | $3,446+83.4% | $2,683+135.6% | $2,182+189.7% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $39-87.7% | $3,141-99.8% | $70-93.2% |