Filed December 5, 2000 (most recent of 8 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $442,730-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 12.5%-12.5pp | 5.5%-5.5pp |
| Annual return | 8.13% | 5.86%+2.3pp | 4.72%+3.4pp | 5.86%+2.3pp |
| Employer contribution / active EE | $14,769 | $10,137+45.7% | $30,821-52.1% | $10,137+45.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $113-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $2,146-100.0% | $387-100.0% |