Filed June 3, 2014
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,710 | $80,242-18.1% | $119,628-45.1% | $89,433-26.5% |
| Participation rate | 54.0% | 78.3%-24.3pp | 79.3%-25.3pp | 71.3%-17.3pp |
| Annual return | -14.00% | -12.97%-1.0pp | -14.98%+1.0pp | -11.88%-2.1pp |
| Employer contribution / active EE | $1,093 | $2,684-59.3% | $4,232-74.2% | $3,021-63.8% |
| Participant deferral / active EE | $3,286 | $4,686-29.9% | $5,601-41.3% | $5,125-35.9% |
| Admin fee / account holder | $102 | $66+53.4% | $10,330-99.0% | $79+28.3% |