Filed January 6, 1997 (most recent of 2 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 20.51% | 13.80%+6.7pp | -2.84%+23.3pp | 13.80%+6.7pp |
| Employer contribution / active EE | $3,734 | $10,386-64.0% | $33,329-88.8% | $10,386-64.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $51-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |