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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 18.54% | 8.48%+10.1pp | 5.04%+13.5pp | 8.48%+10.1pp |
| Employer contribution / active EE | $23,137 | $9,949+132.6% | $26,454-12.5% | $9,949+132.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |