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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,900 | $36,004+85.8% | $64,101+4.4% | $69,651-3.9% |
| Participation rate | 20.6% | 47.3%-26.6pp | 68.2%-47.6pp | 66.6%-46.0pp |
| Annual return | 13.85% | 4.26%+9.6pp | 791.27%-777.4pp | 53.77%-39.9pp |
| Employer contribution / active EE | $0 | $617-100.0% | $1,820-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $415 | $1,166-64.4% | $2,822-85.3% | $3,635-88.6% |
| Admin fee / account holder | $54 | $49+9.6% | $4,499-98.8% | $63-15.1% |