Filed October 2, 2014 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,113 | $37,039+5.6% | $147,618-73.5% | $59,188-33.9% |
| Participation rate | 18.9% | 63.8%-44.9pp | 84.6%-65.8pp | 69.4%-50.6pp |
| Annual return | 0.65% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.9pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $417 | $2,094-80.1% | $4,895-91.5% | $3,265-87.2% |
| Admin fee / account holder | $0 | $60-99.4% | $11,612-100.0% | $92-99.6% |