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.
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 | $59,345 | $65,442-9.3% | $86,717-31.6% | $66,954-11.4% |
| Participation rate | 59.9% | 75.5%-15.6pp | 76.6%-16.7pp | 69.8%-10.0pp |
| Annual return | 1.39% | -10.91%+12.3pp | 35.97%-34.6pp | 1.57%-0.2pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,103-100.0% | $4,657-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,494-100.0% | $594-100.0% |