Filed July 21, 2015 (most recent of 12 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.
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,897 | $94,836+104.5% | $75,728+156.0% | $86,828+123.3% |
| Participation rate | 93.0% | 79.1%+13.9pp | 74.8%+18.2pp | 72.3%+20.7pp |
| Annual return | 12.02% | 16.90%-4.9pp | 104.66%-92.6pp | 97.95%-85.9pp |
| Employer contribution / active EE | $4,809 | $2,908+65.4% | $2,743+75.3% | $2,406+99.9% |
| Participant deferral / active EE | $6,350 | $3,632+74.8% | $3,820+66.2% | $4,132+53.7% |
| Admin fee / account holder | $114 | $108+5.4% | $3,620-96.8% | $170-32.7% |