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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,156 | $111,064+84.7% | $67,652+203.3% | $69,651+194.6% |
| Participation rate | 98.0% | 86.0%+12.0pp | 75.7%+22.4pp | 66.6%+31.5pp |
| Annual return | 5.57% | 2.77%+2.8pp | 6625.40%-6619.8pp | 53.77%-48.2pp |
| Employer contribution / active EE | $4,645 | $3,328+39.6% | $2,266+105.0% | $2,241+107.3% |
| Participant deferral / active EE | $13,301 | $6,396+107.9% | $3,560+273.6% | $3,635+265.9% |
| Admin fee / account holder | $459 | $72+538.8% | $4,821-90.5% | $63+626.1% |