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 | $34,538 | $60,243-42.7% | $86,681-60.2% | - |
| Participation rate | 100.0% | 60.8%+39.2pp | 71.7%+28.3pp | - |
| Annual return | 15.07% | 59.27%-44.2pp | 593.32%-578.3pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,026-100.0% | - |
| Participant deferral / active EE | $3,584 | $2,994+19.7% | $4,440-19.3% | - |
| Admin fee / account holder | $1,483 | $4,652-68.1% | $5,620-73.6% | - |