Filed October 18, 2004 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,094 | $82,334-84.1% | $68,815-81.0% | $134,554-90.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.10% | -2.17%-8.9pp | -6.37%-4.7pp | 418.46%-429.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,741-100.0% | $3,943-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,770 | $6,484-57.3% | $4,936-43.9% | $11,430-75.8% |