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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,423 | $149,333-54.9% | $106,387-36.6% | $135,381-50.2% |
| Participation rate | 0.0% | 81.5%-81.5pp | 77.5%-77.5pp | 82.6%-82.6pp |
| Annual return | -71.43% | 0.52%-71.9pp | 0.25%-71.7pp | 519.81%-591.2pp |
| Employer contribution / active EE | $6,170 | $4,984+23.8% | $3,520+75.3% | $4,779+29.1% |
| Participant deferral / active EE | $12,103 | $7,230+67.4% | $5,421+123.2% | $5,609+115.8% |
| Admin fee / account holder | $25,541 | $15,952+60.1% | $7,510+240.1% | $10,828+135.9% |