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 | $58,859 | $76,137-22.7% | $96,564-39.0% | $71,535-17.7% |
| Participation rate | 59.6% | 74.4%-14.7pp | 76.0%-16.3pp | 67.9%-8.3pp |
| Annual return | 4.77% | 22.81%-18.0pp | 25.89%-21.1pp | 28.97%-24.2pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,967-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,852-100.0% | $4,292-100.0% |
| Admin fee / account holder | $0 | $2,710-100.0% | $8,256-100.0% | $1,589-100.0% |