Filed September 16, 2011
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | -0.86% | 13.18%-14.0pp | 7.69%-8.5pp | 13.18%-14.0pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,501-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |