Filed September 4, 2013 (most recent of 2 filings on file)
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $892,391 | $84,940+950.6% | $111,319+701.7% | $79,395+1024.0% |
| Participation rate | 98.1% | 75.9%+22.3pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 82.75% | 17.45%+65.3pp | 54.68%+28.1pp | 116.90%-34.2pp |
| Employer contribution / active EE | $26,722 | $1,979+1250.0% | $2,732+878.2% | $2,428+1000.6% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |