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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,975 | $168,626-35.4% | $133,698-18.5% | $145,897-25.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.4%+3.6pp | 80.3%-0.3pp |
| Annual return | 12.77% | 1168.99%-1156.2pp | 580.90%-568.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,816 | $9,638+12.2% | $6,703+61.4% | $13,390-19.2% |