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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,056 | $53,531+55.2% | $86,251-3.7% | $96,393-13.8% |
| Participation rate | 56.7% | 53.4%+3.2pp | 69.0%-12.3pp | 71.3%-14.6pp |
| Annual return | 15.05% | 20.51%-5.5pp | 1170.54%-1155.5pp | 22.88%-7.8pp |
| Employer contribution / active EE | $2,084 | $1,158+79.9% | $2,381-12.5% | $3,239-35.7% |
| Participant deferral / active EE | $2,658 | $1,965+35.3% | $3,987-33.3% | $5,455-51.3% |
| Admin fee / account holder | $17 | $55-68.7% | $6,857-99.7% | $74-76.5% |