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 | $64,010 | $100,179-36.1% | $84,029-23.8% | $89,609-28.6% |
| Participation rate | 62.1% | 54.1%+8.0pp | 69.0%-6.9pp | 69.6%-7.5pp |
| Annual return | 20.20% | 22.50%-2.3pp | 71.32%-51.1pp | 33.65%-13.4pp |
| Employer contribution / active EE | $1,887 | $816+131.1% | $1,984-4.9% | $2,584-27.0% |
| Participant deferral / active EE | $2,274 | $1,459+55.8% | $3,239-29.8% | $4,222-46.1% |
| Admin fee / account holder | $38 | $72-47.1% | $6,102-99.4% | $72-46.8% |