Filed April 28, 1998
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $651,373 | $430,560+51.3% | $98,920+558.5% | $106,273+512.9% |
| Participation rate | 17.2% | 86.2%-69.0pp | 76.0%-58.8pp | 70.8%-53.6pp |
| Annual return | 15.02% | 17.89%-2.9pp | 196.47%-181.5pp | 21.70%-6.7pp |
| Employer contribution / active EE | $19,127 | $6,804+181.1% | $2,689+611.2% | $2,722+602.6% |
| Participant deferral / active EE | $16,973 | $9,623+76.4% | $4,245+299.8% | $4,601+268.9% |
| Admin fee / account holder | $0 | $220-100.0% | $6,643-100.0% | $78-100.0% |