Filed August 7, 2013 (most recent of 8 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,714 | $36,004+68.6% | $64,101-5.3% | $69,651-12.8% |
| Participation rate | 46.2% | 47.3%-1.1pp | 68.2%-22.0pp | 66.6%-20.4pp |
| Annual return | -0.51% | 4.26%-4.8pp | 791.27%-791.8pp | 53.77%-54.3pp |
| Employer contribution / active EE | $928 | $617+50.5% | $1,820-49.0% | $2,241-58.6% |
| Participant deferral / active EE | $1,741 | $1,166+49.2% | $2,822-38.3% | $3,635-52.1% |
| Admin fee / account holder | $0 | $49-100.0% | $4,499-100.0% | $63-100.0% |