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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,689 | $136,209+87.0% | $82,312+209.4% | $80,976+214.5% |
| Participation rate | 99.1% | 88.0%+11.1pp | 76.9%+22.2pp | 68.3%+30.9pp |
| Annual return | 18.90% | 21.54%-2.6pp | 25.88%-7.0pp | 22.91%-4.0pp |
| Employer contribution / active EE | $5,039 | $3,633+38.7% | $2,428+107.5% | $2,402+109.7% |
| Participant deferral / active EE | $16,435 | $6,693+145.5% | $3,706+343.4% | $3,848+327.1% |
| Admin fee / account holder | $511 | $62+721.0% | $5,608-90.9% | $67+656.8% |