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 | $587,889-100.0% | $234,905-100.0% | $587,889-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 50.0%-50.0pp | 87.9%-87.9pp |
| Annual return | 0.00% | 19.70%-19.7pp | 3.16%-3.2pp | 19.70%-19.7pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $19,000-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | - | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $0 | $49,457-100.0% |