Filed October 22, 2008
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,823-100.0% | $56,546-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.4%-44.4pp |
| Annual return | 3.68% | -10.39%+14.1pp | -11.22%+14.9pp | -14.65%+18.3pp |
| Employer contribution / active EE | $0 | $40,078-100.0% | $32,882-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,582-100.0% |