Filed August 1, 2006
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,425 | $49,177-62.5% | $79,472-76.8% | $64,173-71.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.22% | -1.16%-1.1pp | 718.32%-720.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $495 | $2,076-76.2% | $2,801-82.3% | $2,381-79.2% |
| Participant deferral / active EE | $1,854 | $2,821-34.3% | $3,704-50.0% | $3,470-46.6% |
| Admin fee / account holder | $1,776 | $3,839-53.7% | $5,104-65.2% | $4,887-63.7% |