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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,780 | $92,774-5.4% | $82,768+6.1% | $134,554-34.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.00% | 947.38%-959.4pp | 702.70%-714.7pp | 418.46%-430.5pp |
| Employer contribution / active EE | $5,055 | $3,272+54.5% | $3,008+68.1% | $4,742+6.6% |
| Participant deferral / active EE | $4,189 | $4,802-12.8% | $4,395-4.7% | $6,401-34.6% |
| Admin fee / account holder | $106,868 | $5,979+1687.4% | $5,326+1906.5% | $11,430+835.0% |