Filed March 12, 2006
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,630 | $77,157+101.7% | $108,421+43.5% | $85,852+81.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.61%-905.6pp | 318.66%-318.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,560-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,564-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,133 | $5,174-39.4% | $7,298-57.1% | $6,261-50.0% |