Filed March 29, 2006 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $100,848-81.8% | $86,717-78.8% | $134,554-86.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -59.55% | 29.12%-88.7pp | 35.97%-95.5pp | 418.46%-478.0pp |
| Employer contribution / active EE | $5,932 | $3,491+69.9% | $2,837+109.1% | $4,742+25.1% |
| Participant deferral / active EE | $11,617 | $5,340+117.5% | $4,657+149.5% | $6,401+81.5% |
| Admin fee / account holder | $3,997 | $10,930-63.4% | $7,494-46.7% | $11,430-65.0% |