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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 19.15% | 16.32%+2.8pp | 14.20%+5.0pp | 16.32%+2.8pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $27,968-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $576-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |