Filed April 16, 2008 (most recent of 4 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 | $58,794 | $92,186-36.2% | $105,624-44.3% | $77,762-24.4% |
| Participation rate | 42.8% | 81.0%-38.2pp | 75.3%-32.5pp | 70.6%-27.8pp |
| Annual return | 17.93% | 17.83%+0.1pp | 116.20%-98.3pp | 31.27%-13.3pp |
| Employer contribution / active EE | $0 | $3,376-100.0% | $3,168-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $13 | $219-94.2% | $10,961-99.9% | $433-97.1% |