Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 16.25% | 24.77%-8.5pp | -2.84%+19.1pp | 12.86%+3.4pp |
| Employer contribution / active EE | $55,732 | $13,270+320.0% | $33,329+67.2% | $13,687+307.2% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |