Filed October 18, 2004 (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.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,023 | $146,267-50.1% | $197,124-63.0% | $82,448-11.4% |
| Participation rate | 72.1% | 84.0%-11.9pp | 86.7%-14.6pp | 68.1%+4.0pp |
| Annual return | 0.00% | 29.61%-29.6pp | 44.34%-44.3pp | 41.64%-41.6pp |
| Employer contribution / active EE | $787 | $4,723-83.3% | $6,227-87.4% | $2,551-69.2% |
| Participant deferral / active EE | $1,518 | $7,035-78.4% | $9,135-83.4% | $4,139-63.3% |
| Admin fee / account holder | $316 | $14,422-97.8% | $16,298-98.1% | $7,234-95.6% |