Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -17.14% | 7.68%-24.8pp | -5.12%-12.0pp | 7.68%-24.8pp |
| Employer contribution / active EE | $3 | $9,142-100.0% | $31,020-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |