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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,694 | $59,535+43.9% | $90,161-5.0% | $62,293+37.6% |
| Participation rate | 65.6% | 73.0%-7.5pp | 76.9%-11.3pp | 69.5%-4.0pp |
| Annual return | 17.86% | 23.53%-5.7pp | 34.89%-17.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | -$16 | $1,826-100.9% | $3,318-100.5% | $2,042-100.8% |
| Participant deferral / active EE | $2,539 | $4,639-45.3% | $5,287-52.0% | $3,169-19.9% |
| Admin fee / account holder | $1 | $337-99.7% | $5,943-100.0% | $479-99.8% |