Filed June 29, 2007 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,326 | $100,848-78.9% | $86,717-75.4% | $134,554-84.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.56% | 29.12%-46.7pp | 35.97%-53.5pp | 418.46%-436.0pp |
| Employer contribution / active EE | $5,190 | $3,491+48.7% | $2,837+82.9% | $4,742+9.5% |
| Participant deferral / active EE | $3,793 | $5,340-29.0% | $4,657-18.5% | $6,401-40.7% |
| Admin fee / account holder | $1,028 | $10,930-90.6% | $7,494-86.3% | $11,430-91.0% |