Filed October 18, 2004 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,526,515 | $77,559+5736.2% | $68,612+6497.3% | $75,289+5912.2% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.2%-72.2pp | 72.4%-72.4pp |
| Annual return | 2.67% | -1.01%+3.7pp | -4.63%+7.3pp | -0.04%+2.7pp |
| Employer contribution / active EE | $3,815 | $1,993+91.4% | $2,625+45.3% | $2,405+58.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $3,311-100.0% | $3,739-100.0% |
| Admin fee / account holder | $8 | $90-90.8% | $5,131-99.8% | $102-91.9% |