Filed July 27, 2011 (most recent of 5 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.16% | -1.95%-4.2pp | 4.36%-10.5pp | -1.95%-4.2pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $27,383-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |