Filed January 10, 2007
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $349,454-100.0% | $250,061-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.7%-43.7pp |
| Annual return | 4.47% | 7.41%-2.9pp | 7.82%-3.3pp | 13.05%-8.6pp |
| Employer contribution / active EE | $0 | $40,226-100.0% | $31,823-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |