Filed July 8, 2010 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $47,522-100.0% | $177,167-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.8%-11.8pp | 9.2%-9.2pp |
| Annual return | -5.63% | -0.08%-5.5pp | -2.52%-3.1pp | -0.08%-5.5pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $82,375-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $201-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $1,917-100.0% | $275-100.0% |