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 | $56,437 | $39,909+41.4% | $78,775-28.4% | $80,976-30.3% |
| Participation rate | 65.3% | 55.7%+9.6pp | 69.2%-3.8pp | 68.3%-2.9pp |
| Annual return | 15.94% | 23.47%-7.5pp | 35.62%-19.7pp | 22.91%-7.0pp |
| Employer contribution / active EE | $1,640 | $778+110.8% | $1,986-17.4% | $2,402-31.7% |
| Participant deferral / active EE | $2,183 | $1,359+60.6% | $2,958-26.2% | $3,848-43.3% |
| Admin fee / account holder | $29 | $50-41.1% | $5,132-99.4% | $67-56.6% |