Filed December 1, 2006 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,444 | $73,638-9.8% | $95,968-30.8% | $73,501-9.6% |
| Participation rate | 58.9% | 76.2%-17.3pp | 77.1%-18.2pp | 70.7%-11.8pp |
| Annual return | 1.43% | 16.78%-15.4pp | 91.65%-90.2pp | 28.51%-27.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,542-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,798-100.0% | $513-100.0% |