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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,221 | $38,963+39.2% | $71,793-24.5% | $329,111-83.5% |
| Participation rate | 58.5% | 53.8%+4.8pp | 69.1%-10.6pp | 67.9%-9.3pp |
| Annual return | 12.85% | 9.85%+3.0pp | 78.04%-65.2pp | 16.35%-3.5pp |
| Employer contribution / active EE | $1,515 | $758+99.9% | $1,924-21.3% | $2,303-34.2% |
| Participant deferral / active EE | $2,094 | $1,286+62.8% | $2,794-25.1% | $3,682-43.1% |
| Admin fee / account holder | $22 | $50-56.8% | $4,815-99.5% | $754-97.1% |