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 | $531,493-100.0% | $411,071-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 85.9%-85.9pp | 50.0%-50.0pp | 85.9%-85.9pp |
| Annual return | 0.00% | 9.82%-9.8pp | 0.00%0pp | 9.82%-9.8pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $16,500-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $33,000-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | - | $42,466-100.0% |