Filed March 17, 1994 (most recent of 2 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $161,673-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 41.7%-41.7pp | 0.6%-0.6pp |
| Annual return | 16.25% | 11.45%+4.8pp | 9.65%+6.6pp | 11.45%+4.8pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $27,458-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $33-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $23,561-100.0% | $15,480-100.0% |