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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,359 | $201,370+87.4% | $184,256+104.8% | $145,897+158.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.35% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $7,996 | $7,024+13.8% | $6,427+24.4% | $4,663+71.5% |
| Participant deferral / active EE | $12,406 | $9,808+26.5% | $9,133+35.8% | $6,689+85.5% |
| Admin fee / account holder | $2,978 | $16,364-81.8% | $13,899-78.6% | $13,390-77.8% |