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 | $48,261-100.0% | $68,612-100.0% | $55,727-100.0% |
| Participation rate | 0.0% | 71.0%-71.0pp | 72.2%-72.2pp | 70.9%-70.9pp |
| Annual return | -0.95% | -2.61%+1.7pp | -4.63%+3.7pp | 244.94%-245.9pp |
| Employer contribution / active EE | $523 | $1,742-70.0% | $2,625-80.1% | $2,078-74.8% |
| Participant deferral / active EE | $2,106 | $2,712-22.3% | $3,311-36.4% | $3,356-37.2% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |