Filed May 23, 2006
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,411 | $108,942-62.0% | $100,415-58.8% | $145,897-71.6% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 12.99% | 58.27%-45.3pp | 49.47%-36.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $503 | $9,702-94.8% | $7,906-93.6% | $13,390-96.2% |