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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $108,610 | $71,534+51.8% | $98,462+10.3% | $71,535+51.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 15.45% | 32.44%-17.0pp | 21.20%-5.7pp | 28.97%-13.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,292-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,589-100.0% |