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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,975 | $43,999-47.8% | $79,472-71.1% | $55,727-58.8% |
| Participation rate | 44.0% | 66.9%-23.0pp | 73.3%-29.4pp | 70.9%-26.9pp |
| Annual return | -6.23% | 1.81%-8.0pp | 718.32%-724.5pp | 244.94%-251.2pp |
| Employer contribution / active EE | $820 | $1,830-55.2% | $2,801-70.7% | $2,078-60.6% |
| Participant deferral / active EE | $1,192 | $2,538-53.1% | $3,704-67.8% | $3,356-64.5% |
| Admin fee / account holder | $43 | $118-63.8% | $5,104-99.2% | $115-63.1% |