Filed September 25, 1992
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,888 | $99,212+52.1% | $96,564+56.3% | $74,478+102.6% |
| Participation rate | 62.3% | 80.7%-18.4pp | 76.0%-13.7pp | 70.7%-8.5pp |
| Annual return | 11.75% | 22.40%-10.7pp | 25.89%-14.1pp | 34.37%-22.6pp |
| Employer contribution / active EE | $346 | $2,569-86.5% | $2,967-88.3% | $2,637-86.9% |
| Participant deferral / active EE | $3,838 | $4,938-22.3% | $4,852-20.9% | $4,530-15.3% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |