Filed October 18, 2004
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,943 | $153,769-3.1% | $133,975+11.2% | $273,973-45.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.20% | 36.51%-23.3pp | 29.29%-16.1pp | 41.46%-28.3pp |
| Employer contribution / active EE | $4,749 | $6,029-21.2% | $5,211-8.9% | $4,869-2.5% |
| Participant deferral / active EE | $7,106 | $6,958+2.1% | $6,282+13.1% | $5,287+34.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |