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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $554,306-100.0% | $433,404-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 50.0%-50.0pp | 84.6%-84.6pp |
| Annual return | 0.00% | 10.47%-10.5pp | 0.90%-0.9pp | 10.47%-10.5pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $22,333-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | - | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | - | $49,540-100.0% |