Filed May 29, 2015 (most recent of 4 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -0.53% | -3.37%+2.8pp | 16.23%-16.8pp | 1.67%-2.2pp |
| Employer contribution / active EE | $19,632 | $15,879+23.6% | $17,605+11.5% | $10,506+86.9% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |