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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,270 | $817,678-90.2% | $392,568-79.6% | $152,914-47.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.1%+7.7pp | 82.5%+3.3pp |
| Annual return | 19.86% | 22.84%-3.0pp | 24.42%-4.6pp | 345.48%-325.6pp |
| Employer contribution / active EE | $1,541 | $5,502-72.0% | $3,783-59.3% | $4,764-67.7% |
| Participant deferral / active EE | $4,810 | $8,398-42.7% | $5,985-19.6% | $5,852-17.8% |
| Admin fee / account holder | $3,237 | $12,095-73.2% | $6,260-48.3% | $11,601-72.1% |