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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,571 | $93,131+20.9% | $106,554+5.6% | $86,828+29.6% |
| Participation rate | 86.1% | 81.4%+4.7pp | 76.1%+10.0pp | 72.3%+13.9pp |
| Annual return | 13.00% | 19.45%-6.5pp | 26.80%-13.8pp | 97.95%-84.9pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |