Filed September 30, 2003 (most recent of 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,925-100.0% | $75,501-100.0% | $69,634-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 72.4%-72.4pp | 70.7%-70.7pp |
| Annual return | 20.44% | 17.84%+2.6pp | 27.35%-6.9pp | 27572.26%-27551.8pp |
| Employer contribution / active EE | $512 | $1,802-71.6% | $2,352-78.2% | $2,032-74.8% |
| Participant deferral / active EE | $1,977 | $2,569-23.0% | $3,142-37.1% | $3,224-38.7% |
| Admin fee / account holder | $0 | $97-100.0% | $5,801-100.0% | $110-100.0% |