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 | $54,352 | $38,510+41.1% | $74,549-27.1% | $73,367-25.9% |
| Participation rate | 66.3% | 53.5%+12.8pp | 69.1%-2.8pp | 69.5%-3.1pp |
| Annual return | -5.12% | -0.94%-4.2pp | 32.54%-37.7pp | 173.45%-178.6pp |
| Employer contribution / active EE | $1,984 | $774+156.4% | $1,961+1.2% | $2,499-20.6% |
| Participant deferral / active EE | $2,340 | $1,421+64.7% | $3,108-24.7% | $4,033-42.0% |
| Admin fee / account holder | $32 | $52-38.8% | $5,059-99.4% | $68-53.5% |