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.
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 | $43,653 | $93,131-53.1% | $106,554-59.0% | $86,828-49.7% |
| Participation rate | 49.7% | 81.4%-31.7pp | 76.1%-26.4pp | 72.3%-22.6pp |
| Annual return | 12.06% | 19.45%-7.4pp | 26.80%-14.7pp | 97.95%-85.9pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $145-99.3% | $7,408-100.0% | $170-99.4% |